Simplicity Wealth’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 | $9.86M | Buy |
73,990
+33,188
| +81% | +$4.42M | 0.41% | 50 |
|
|
2025
Q1 | $5.26M | Buy |
40,802
+39,048
| +2,226% | +$5.04M | 0.41% | 47 |
|
|
2024
Q4 | $224K | Sell |
1,754
-22,664
| -93% | -$2.89M | 0.05% | 289 |
|
|
2024
Q3 | $3.13M | Sell |
24,418
-1,762
| -7% | -$226K | 0.29% | 79 |
|
|
2024
Q2 | $3.11M | Buy |
26,180
+6,803
| +35% | +$807K | 0.07% | 264 |
|
|
2024
Q1 | $2.34M | Buy |
19,377
+12,429
| +179% | +$1.5M | 0.06% | 322 |
|
|
2023
Q4 | $776K | Buy |
6,948
+2,069
| +42% | +$231K | 0.3% | 53 |
|
|
2023
Q3 | $504K | Buy |
+4,879
| New | +$504K | 0.3% | 43 |
|
|
2023
Q2 | – | Sell |
-2,156
| Closed | -$227K | – | 83 |
|
|
2023
Q1 | $227K | Sell |
2,156
-595
| -22% | -$62.8K | 0.15% | 60 |
|
|
2022
Q4 | $298K | Buy |
+2,751
| New | +$298K | 0.26% | 51 |
|