Strait & Sound 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 | $209K | Sell |
1,570
-606
| -28% | -$80.8K | 0.09% | 138 |
|
|
2025
Q1 | $281K | Sell |
2,176
-366
| -14% | -$47.2K | 0.13% | 122 |
|
|
2024
Q4 | $324K | Sell |
2,542
-100
| -4% | -$12.8K | 0.15% | 106 |
|
|
2024
Q3 | $339K | Sell |
2,642
-2,214
| -46% | -$284K | 0.16% | 98 |
|
|
2024
Q2 | $576K | Sell |
4,856
-2,078
| -30% | -$246K | 0.29% | 58 |
|
|
2024
Q1 | $817K | Buy |
6,934
+1,498
| +28% | +$177K | 0.46% | 39 |
|
|
2023
Q4 | $598K | Sell |
5,436
-432
| -7% | -$47.5K | 0.37% | 45 |
|
|
2023
Q3 | $606K | Buy |
5,868
+481
| +9% | +$49.7K | 0.52% | 40 |
|
|
2023
Q2 | $571K | Sell |
5,387
-56
| -1% | -$5.94K | 0.57% | 39 |
|
|
2023
Q1 | $574K | Buy |
5,443
+430
| +9% | +$45.4K | 0.57% | 43 |
|
|
2022
Q4 | $555K | Buy |
+5,013
| New | +$555K | 0.61% | 44 |
|