Venturi Wealth Management’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
Q1 | – | Sell |
-761
| Closed | -$97.1K | – | 1824 |
|
|
2024
Q4 | $97.1K | Hold |
761
| – | – | ﹤0.01% | 792 |
|
|
2024
Q3 | $97.6K | Hold |
761
| – | – | 0.01% | 572 |
|
|
2024
Q2 | $90.3K | Sell |
761
-761
| -50% | -$90.3K | 0.01% | 522 |
|
|
2024
Q1 | $184K | Hold |
1,522
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $170K | Hold |
1,522
| – | – | 0.01% | 364 |
|
|
2023
Q3 | $157K | Sell |
1,522
-163
| -10% | -$16.8K | 0.01% | 356 |
|
|
2023
Q2 | $179K | Hold |
1,685
| – | – | 0.01% | 314 |
|
|
2023
Q1 | $178K | Buy |
+1,685
| New | +$178K | 0.01% | 341 |
|