Sterling 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $795K | Buy |
+5,967
| New | +$795K | 0.27% | 46 |
|
2024
Q4 | $769K | Hold |
6,027
| – | – | 0.28% | 46 |
|
2024
Q3 | $773K | Hold |
6,027
| – | – | 0.29% | 45 |
|
2024
Q2 | $715K | Sell |
6,027
-83
| -1% | -$9.84K | 0.34% | 43 |
|
2024
Q1 | $739K | Hold |
6,110
| – | – | 0.37% | 39 |
|
2023
Q4 | $682K | Buy |
+6,110
| New | +$682K | 0.38% | 38 |
|