Strategic Wealth Investment Group’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 | $13.7K | Buy |
+103
| New | +$13.7K | 0.02% | 84 |
|
|
2025
Q1 | – | Sell |
-2,683
| Closed | -$342K | – | 126 |
|
|
2024
Q4 | $342K | Buy |
2,683
+74
| +3% | +$9.44K | 0.04% | 107 |
|
|
2024
Q3 | $334K | Buy |
2,609
+260
| +11% | +$33.3K | 0.04% | 105 |
|
|
2024
Q2 | $278K | Buy |
+2,349
| New | +$278K | 0.04% | 110 |
|
|
2023
Q4 | $272K | Buy |
+2,436
| New | +$272K | 0.04% | 110 |
|
|
2023
Q3 | – | Sell |
-1,943
| Closed | -$206K | – | 116 |
|
|
2023
Q2 | $206K | Sell |
1,943
-22
| -1% | -$2.33K | 0.03% | 119 |
|
|
2023
Q1 | $207K | Buy |
+1,965
| New | +$207K | 0.04% | 123 |
|