Vantage Financial Partners (Wisconsin)’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 | $508K | Sell |
3,809
-3,800
| -50% | -$507K | 0.12% | 111 |
|
|
2025
Q1 | $981K | Sell |
7,609
-951
| -11% | -$123K | 0.24% | 59 |
|
|
2024
Q4 | $1.09M | Sell |
8,560
-36
| -0.4% | -$4.59K | 0.27% | 56 |
|
|
2024
Q3 | $1.1M | Sell |
8,596
-337
| -4% | -$43.2K | 0.27% | 54 |
|
|
2024
Q2 | $1.06M | Sell |
8,933
-547
| -6% | -$64.9K | 0.28% | 45 |
|
|
2024
Q1 | $1.15M | Buy |
9,480
+156
| +2% | +$18.9K | 0.31% | 41 |
|
|
2023
Q4 | $1.04M | Buy |
9,324
+3,636
| +64% | +$406K | 0.31% | 40 |
|
|
2023
Q3 | $588K | Buy |
5,688
+2,046
| +56% | +$211K | 0.23% | 33 |
|
|
2023
Q2 | $386K | Sell |
3,642
-2,613
| -42% | -$277K | 0.14% | 51 |
|
|
2023
Q1 | $660K | Buy |
6,255
+4,077
| +187% | +$430K | 0.26% | 35 |
|
|
2022
Q4 | $236K | Sell |
2,178
-253
| -10% | -$27.4K | 0.14% | 51 |
|
|
2022
Q3 | $231K | Buy |
2,431
+18
| +0.7% | +$1.71K | 0.16% | 48 |
|
|
2022
Q2 | $245K | Sell |
2,413
-310
| -11% | -$31.5K | 0.14% | 47 |
|
|
2022
Q1 | $306K | Buy |
2,723
+506
| +23% | +$56.9K | 0.16% | 42 |
|
|
2021
Q4 | $249K | Buy |
+2,217
| New | +$249K | 0.1% | 50 |
|