Total Wealth Planning’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 |
-2,432
| Closed | -$251K | – | 91 |
|
|
2023
Q3 | $251K | Hold |
2,432
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $258K | Buy |
2,432
+1
| +0% | +$106 | 0.05% | 76 |
|
|
2023
Q1 | $256K | Buy |
2,431
+1
| +0% | +$105 | 0.06% | 76 |
|
|
2022
Q4 | $263K | Sell |
2,430
-125
| -5% | -$13.5K | 0.07% | 72 |
|
|
2022
Q3 | $242K | Buy |
+2,555
| New | +$242K | 0.07% | 75 |
|
|
2022
Q2 | – | Sell |
-2,404
| Closed | -$270K | – | 90 |
|
|
2022
Q1 | $270K | Buy |
+2,404
| New | +$270K | 0.07% | 70 |
|