Thrive 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
$1.07M Buy
8,002
+47
+0.6% +$6.27K 0.17% 67
2025
Q1
$1.03M Buy
7,955
+125
+2% +$16.1K 0.2% 64
2024
Q4
$999K Sell
7,830
-27
-0.3% -$3.45K 0.18% 65
2024
Q3
$1.01M Sell
7,857
-913
-10% -$117K 0.18% 69
2024
Q2
$1.04M Buy
8,770
+24
+0.3% +$2.85K 0.2% 57
2024
Q1
$1.06M Buy
8,746
+2,538
+41% +$307K 0.22% 59
2023
Q4
$693K Buy
6,208
+2
+0% +$223 0.15% 83
2023
Q3
$641K Buy
6,206
+1,654
+36% +$171K 0.17% 82
2023
Q2
$483K Buy
4,552
+2,567
+129% +$272K 0.13% 100
2023
Q1
$209K Buy
1,985
+54
+3% +$5.7K 0.05% 165
2022
Q4
$209K Buy
+1,931
New +$209K 0.06% 151
2022
Q2
Sell
-10,763
Closed -$1.21M 166
2022
Q1
$1.21M Buy
+10,763
New +$1.21M 0.36% 36