Talisman Wealth Advisors’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 | $6.83M | Buy |
51,230
+2,239
| +5% | +$298K | 6.24% | 2 |
|
|
2025
Q1 | $6.32M | Buy |
48,991
+1,758
| +4% | +$227K | 6.49% | 2 |
|
|
2024
Q4 | $6.03M | Buy |
47,233
+1,643
| +4% | +$210K | 6.39% | 2 |
|
|
2024
Q3 | $5.83M | Buy |
45,590
+176
| +0.4% | +$22.5K | 6.13% | 1 |
|
|
2024
Q2 | $5.39M | Buy |
45,414
+1,050
| +2% | +$125K | 6.22% | 1 |
|
|
2024
Q1 | $5.37M | Buy |
44,364
+2,370
| +6% | +$287K | 6.75% | 1 |
|
|
2023
Q4 | $4.69M | Buy |
41,994
+1,347
| +3% | +$150K | 6.95% | 1 |
|
|
2023
Q3 | $4.2M | Buy |
40,647
+503
| +1% | +$52K | 7.27% | 1 |
|
|
2023
Q2 | $4.26M | Buy |
40,144
+440
| +1% | +$46.7K | 7.27% | 1 |
|
|
2023
Q1 | $4.19M | Buy |
39,704
+412
| +1% | +$43.5K | 7.57% | 1 |
|
|
2022
Q4 | $4.25M | Buy |
+39,292
| New | +$4.25M | 9.04% | 1 |
|