Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,952
| Closed | -$202K | – | 187 |
|
|
2023
Q3 | $202K | Hold |
1,952
| – | – | 0.05% | 167 |
|
|
2023
Q2 | $207K | Sell |
1,952
-230
| -11% | -$24.4K | 0.05% | 167 |
|
|
2023
Q1 | $230K | Hold |
2,182
| – | – | 0.06% | 161 |
|
|
2022
Q4 | $236K | Buy |
2,182
+61
| +3% | +$6.6K | 0.07% | 152 |
|
|
2022
Q3 | $201K | Hold |
2,121
| – | – | 0.06% | 160 |
|
|
2022
Q2 | $216K | Hold |
2,121
| – | – | 0.07% | 154 |
|
|
2022
Q1 | $238K | Hold |
2,121
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $238K | Buy |
+2,121
| New | +$238K | 0.1% | 133 |
|