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