SIC
SJS Investment Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46.8K | Sell |
351
-7
| -2% | -$933 | 0.01% | 192 |
|
2025
Q1 | $46.2K | Sell |
358
-1,442
| -80% | -$186K | 0.01% | 198 |
|
2024
Q4 | $230K | Hold |
1,800
| – | – | 0.04% | 88 |
|
2024
Q3 | $231K | Buy |
1,800
+1,421
| +375% | +$182K | 0.04% | 85 |
|
2024
Q2 | $45K | Sell |
379
-187
| -33% | -$22.2K | 0.01% | 187 |
|
2024
Q1 | $68.5K | Sell |
566
-470
| -45% | -$56.9K | 0.01% | 156 |
|
2023
Q4 | $116K | Sell |
1,036
-113
| -10% | -$12.6K | 0.03% | 107 |
|
2023
Q3 | $119K | Buy |
1,149
+390
| +51% | +$40.3K | 0.03% | 102 |
|
2023
Q2 | $80.5K | Hold |
759
| – | – | 0.02% | 125 |
|
2023
Q1 | $80.1K | Hold |
759
| – | – | 0.02% | 122 |
|
2022
Q4 | $82.1K | Hold |
759
| – | – | 0.02% | 124 |
|
2022
Q3 | $72K | Buy |
+759
| New | +$72K | 0.02% | 131 |
|