TRUE Private 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 | $2.58M | Sell |
19,359
-400
| -2% | -$53.3K | 0.29% | 59 |
|
|
2025
Q1 | $2.55M | Sell |
19,759
-19
| -0.1% | -$2.45K | 0.31% | 56 |
|
|
2024
Q4 | $2.52M | Buy |
19,778
+38
| +0.2% | +$4.85K | 0.31% | 56 |
|
|
2024
Q3 | $2.53M | Sell |
19,740
-428
| -2% | -$54.9K | 0.3% | 54 |
|
|
2024
Q2 | $2.39M | Sell |
20,168
-1,101
| -5% | -$131K | 0.27% | 62 |
|
|
2024
Q1 | $2.57M | Buy |
+21,269
| New | +$2.57M | 0.3% | 56 |
|
|
2022
Q1 | – | Sell |
-11,113
| Closed | -$1.25M | – | 276 |
|
|
2021
Q4 | $1.25M | Buy |
11,113
+7,556
| +212% | +$847K | 0.18% | 79 |
|
|
2021
Q3 | $367K | Buy |
3,557
+1,536
| +76% | +$158K | 0.05% | 170 |
|
|
2021
Q2 | $211K | Buy |
+2,021
| New | +$211K | 0.03% | 221 |
|