Vanguard Personalized Indexing Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,148
Closed -$260K 1754
2024
Q1
$260K Hold
2,148
0.01% 1331
2023
Q4
$240K Hold
2,148
0.01% 1330
2023
Q3
$222K Hold
2,148
0.01% 1261
2023
Q2
$228K Hold
2,148
0.01% 1271
2023
Q1
$227K Buy
+2,148
New +$227K 0.01% 1261
2022
Q2
Sell
-10,436
Closed -$1.17M 1334
2022
Q1
$1.17M Sell
10,436
-2,728
-21% -$306K 0.06% 367
2021
Q4
$1.48M Buy
13,164
+2,797
+27% +$314K 0.09% 239
2021
Q3
$1.07M Buy
+10,367
New +$1.07M 0.1% 209