Vertex Planning Partners’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 | $254K | Hold |
1,907
| – | – | 0.05% | 161 |
|
|
2025
Q1 | $246K | Sell |
1,907
-189
| -9% | -$24.4K | 0.05% | 161 |
|
|
2024
Q4 | $267K | Buy |
2,096
+189
| +10% | +$24.1K | 0.06% | 155 |
|
|
2024
Q3 | $244K | Buy |
1,907
+30
| +2% | +$3.85K | 0.06% | 144 |
|
|
2024
Q2 | $223K | Sell |
1,877
-174
| -8% | -$20.6K | 0.06% | 144 |
|
|
2024
Q1 | $248K | Buy |
+2,051
| New | +$248K | 0.07% | 139 |
|
|
2023
Q1 | – | Sell |
-2,302
| Closed | -$249K | – | 151 |
|
|
2022
Q4 | $249K | Buy |
+2,302
| New | +$249K | 0.1% | 128 |
|