Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,299
| Closed | -$1.61M | – | 67 |
|
|
2024
Q1 | $1.61M | Sell |
13,299
-470
| -3% | -$56.9K | 0.71% | 32 |
|
|
2023
Q4 | $1.54M | Buy |
13,769
+968
| +8% | +$108K | 0.76% | 30 |
|
|
2023
Q3 | $1.32M | Buy |
12,801
+10
| +0.1% | +$1.03K | 0.73% | 31 |
|
|
2023
Q2 | $1.36M | Buy |
12,791
+210
| +2% | +$22.3K | 0.76% | 31 |
|
|
2023
Q1 | $1.33M | Buy |
12,581
+9
| +0.1% | +$950 | 0.79% | 30 |
|
|
2022
Q4 | $1.36M | Buy |
12,572
+11
| +0.1% | +$1.19K | 0.88% | 30 |
|
|
2022
Q3 | $1.19M | Buy |
12,561
+10
| +0.1% | +$949 | 0.84% | 29 |
|
|
2022
Q2 | $1.28M | Sell |
12,551
-4,547
| -27% | -$462K | 0.91% | 27 |
|
|
2022
Q1 | $1.92M | Buy |
17,098
+95
| +0.6% | +$10.7K | 1.35% | 22 |
|
|
2021
Q4 | $1.91M | Buy |
17,003
+10
| +0.1% | +$1.12K | 1.3% | 21 |
|
|
2021
Q3 | $1.76M | Buy |
16,993
+3,261
| +24% | +$337K | 0.63% | 27 |
|
|
2021
Q2 | $1.43M | Buy |
13,732
+602
| +5% | +$62.7K | 0.59% | 23 |
|
|
2021
Q1 | $1.33M | Buy |
13,130
+382
| +3% | +$38.6K | 0.73% | 22 |
|
|
2020
Q4 | $1.17M | Buy |
+12,748
| New | +$1.17M | 0.74% | 24 |
|