TrueWealth 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 | $588K | Buy |
4,412
+533
| +14% | +$71.1K | 0.17% | 106 |
|
|
2025
Q1 | $500K | Hold |
3,879
| – | – | 0.16% | 109 |
|
|
2024
Q4 | $495K | Hold |
3,879
| – | – | 0.17% | 113 |
|
|
2024
Q3 | $497K | Sell |
3,879
-77
| -2% | -$9.87K | 0.17% | 109 |
|
|
2024
Q2 | $469K | Sell |
3,956
-65
| -2% | -$7.71K | 0.17% | 101 |
|
|
2024
Q1 | $486K | Sell |
4,021
-42
| -1% | -$5.08K | 0.19% | 96 |
|
|
2023
Q4 | $454K | Sell |
4,063
-2
| -0% | -$223 | 0.18% | 94 |
|
|
2023
Q3 | $420K | Sell |
4,065
-37
| -0.9% | -$3.82K | 0.18% | 96 |
|
|
2023
Q2 | $435K | Buy |
4,102
+23
| +0.6% | +$2.44K | 0.18% | 93 |
|
|
2023
Q1 | $430K | Sell |
4,079
-27
| -0.7% | -$2.85K | 0.18% | 92 |
|
|
2022
Q4 | $444K | Sell |
4,106
-5
| -0.1% | -$541 | 0.19% | 91 |
|
|
2022
Q3 | $390K | Buy |
4,111
+899
| +28% | +$85.3K | 0.18% | 92 |
|
|
2022
Q2 | $327K | Buy |
3,212
+902
| +39% | +$91.8K | 0.15% | 112 |
|
|
2022
Q1 | $259K | Hold |
2,310
| – | – | 0.12% | 146 |
|
|
2021
Q4 | $259K | Sell |
2,310
-3
| -0.1% | -$336 | 0.12% | 146 |
|
|
2021
Q3 | $239K | Sell |
2,313
-6
| -0.3% | -$620 | 0.13% | 122 |
|
|
2021
Q2 | $243K | Buy |
2,319
+355
| +18% | +$37.2K | 0.14% | 113 |
|
|
2021
Q1 | $201K | Buy |
+1,964
| New | +$201K | 0.13% | 122 |
|