Transform Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $962K | Hold |
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|
2023
Q4 | $887K | Buy |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $884K | Hold |
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|
2022
Q4 | $907K | Buy |
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|
2022
Q3 | $789K | Buy |
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|
2022
Q2 | $809K | Hold |
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|
2022
Q1 | $892K | Hold |
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|
2021
Q4 | $891K | Hold |
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|
2021
Q3 | $822K | Sell |
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|
2021
Q2 | $856K | Buy |
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|
2021
Q1 | $573K | Sell |
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|
2020
Q4 | $563K | Sell |
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|
2020
Q3 | $719K | Buy |
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|
2020
Q2 | $700K | Hold |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $838K | Hold |
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|
2019
Q3 | $793K | Sell |
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|
2019
Q2 | $864K | Buy |
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|
2019
Q1 | $692K | Hold |
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|
2018
Q4 | $630K | Hold |
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|
2018
Q3 | $704K | Hold |
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|
2018
Q2 | $671K | Hold |
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|
2018
Q1 | $667K | Hold |
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|
2017
Q4 | $692K | Sell |
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|
2017
Q3 | $668K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $930K | Buy |
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|
2016
Q4 | $679K | Sell |
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|
2016
Q3 | $733K | Hold |
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|
2016
Q2 | $726K | Buy |
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