ShoreHaven 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 | – | Sell |
-1,827
| Closed | -$236K | – | 101 |
|
|
2025
Q1 | $236K | Sell |
1,827
-232
| -11% | -$29.9K | 0.11% | 84 |
|
|
2024
Q4 | $263K | Sell |
2,059
-235
| -10% | -$30K | 0.12% | 83 |
|
|
2024
Q3 | $294K | Sell |
2,294
-150
| -6% | -$19.2K | 0.14% | 74 |
|
|
2024
Q2 | $290K | Sell |
2,444
-98
| -4% | -$11.6K | 0.15% | 69 |
|
|
2024
Q1 | $308K | Sell |
2,542
-62
| -2% | -$7.5K | 0.17% | 67 |
|
|
2023
Q4 | $291K | Sell |
2,604
-326
| -11% | -$36.4K | 0.18% | 65 |
|
|
2023
Q3 | $303K | Sell |
2,930
-9
| -0.3% | -$930 | 0.21% | 56 |
|
|
2023
Q2 | $312K | Buy |
+2,939
| New | +$312K | 0.21% | 52 |
|