Sugarloaf 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
Q4 | $237K | Buy |
1,860
+151
| +9% | +$19.3K | 0.04% | 146 |
|
|
2024
Q3 | $219K | Sell |
1,709
-42
| -2% | -$5.39K | 0.04% | 155 |
|
|
2024
Q2 | $208K | Buy |
1,751
+35
| +2% | +$4.15K | 0.04% | 140 |
|
|
2024
Q1 | $208K | Buy |
1,716
+117
| +7% | +$14.2K | 0.04% | 143 |
|
|
2023
Q4 | $178K | Buy |
1,599
+2
| +0.1% | +$223 | 0.04% | 152 |
|
|
2023
Q3 | $165K | Buy |
1,597
+53
| +3% | +$5.48K | 0.04% | 152 |
|
|
2023
Q2 | $164K | Buy |
1,544
+81
| +6% | +$8.59K | 0.04% | 161 |
|
|
2023
Q1 | $154K | Buy |
1,463
+39
| +3% | +$4.12K | 0.04% | 154 |
|
|
2022
Q4 | $154K | Buy |
1,424
+496
| +53% | +$53.7K | 0.04% | 151 |
|
|
2022
Q3 | $89K | Buy |
928
+42
| +5% | +$4.03K | 0.02% | 208 |
|
|
2022
Q2 | $90K | Buy |
886
+76
| +9% | +$7.72K | 0.02% | 200 |
|
|
2022
Q1 | $99K | Hold |
810
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $91K | Sell |
810
-127
| -14% | -$14.3K | 0.02% | 211 |
|
|
2021
Q3 | $97K | Sell |
937
-20
| -2% | -$2.07K | 0.03% | 195 |
|
|
2021
Q2 | $100K | Hold |
957
| – | – | 0.03% | 187 |
|
|
2021
Q1 | $97 | Sell |
957
-200
| -17% | -$20 | 0.03% | 186 |
|
|
2020
Q4 | $106K | Hold |
1,157
| – | – | 0.04% | 170 |
|
|
2020
Q3 | $94K | Hold |
1,157
| – | – | 0.03% | 167 |
|
|
2020
Q2 | $91K | Hold |
1,157
| – | – | 0.03% | 171 |
|
|
2020
Q1 | $82K | Hold |
1,157
| – | – | 0.04% | 165 |
|
|
2019
Q4 | $108K | Buy |
+1,157
| New | +$108K | 0.05% | 174 |
|