Sightline Wealth Advisors’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 | $804K | Buy |
6,028
+1,884
| +45% | +$251K | 0.39% | 40 |
|
|
2025
Q1 | $534K | Buy |
4,144
+717
| +21% | +$92.5K | 0.28% | 47 |
|
|
2024
Q4 | $437K | Sell |
3,427
-178
| -5% | -$22.7K | 0.24% | 52 |
|
|
2024
Q3 | $462K | Sell |
3,605
-403
| -10% | -$51.7K | 0.25% | 48 |
|
|
2024
Q2 | $475K | Sell |
4,008
-186
| -4% | -$22.1K | 0.3% | 50 |
|
|
2024
Q1 | $507K | Sell |
4,194
-6,841
| -62% | -$828K | 0.33% | 48 |
|
|
2023
Q4 | $1.23M | Buy |
11,035
+694
| +7% | +$77.5K | 0.94% | 23 |
|
|
2023
Q3 | $1.07M | Buy |
+10,341
| New | +$1.07M | 1% | 22 |
|
|
2022
Q3 | – | Sell |
-9,828
| Closed | -$995K | – | 54 |
|
|
2022
Q2 | $995K | Sell |
9,828
-144
| -1% | -$14.6K | 0.97% | 18 |
|
|
2022
Q1 | $1.12M | Buy |
+9,972
| New | +$1.12M | 0.93% | 16 |
|