Semus Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $456K | Buy |
3,421
+17
| +0.5% | +$2.27K | 0.3% | 62 |
|
2025
Q1 | $439K | Buy |
3,404
+17
| +0.5% | +$2.19K | 0.31% | 61 |
|
2024
Q4 | $432K | Buy |
3,387
+20
| +0.6% | +$2.55K | 0.29% | 60 |
|
2024
Q3 | $432K | Buy |
3,367
+19
| +0.6% | +$2.44K | 0.3% | 64 |
|
2024
Q2 | $397K | Sell |
3,348
-137
| -4% | -$16.3K | 0.31% | 63 |
|
2024
Q1 | $422K | Sell |
3,485
-1,946
| -36% | -$235K | 0.36% | 65 |
|
2023
Q4 | $606K | Sell |
5,431
-527
| -9% | -$58.8K | 0.5% | 43 |
|
2023
Q3 | $616K | Sell |
5,958
-813
| -12% | -$84K | 0.57% | 39 |
|
2023
Q2 | $718K | Buy |
6,771
+563
| +9% | +$59.7K | 0.66% | 32 |
|
2023
Q1 | $655K | Sell |
6,208
-441
| -7% | -$46.5K | 0.7% | 32 |
|
2022
Q4 | $719K | Buy |
+6,649
| New | +$719K | 0.87% | 27 |
|