Von Berge Wealth Management Group’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 | $290K | Buy |
2,141
+13
| +0.6% | +$1.76K | 0.16% | 47 |
|
|
2025
Q1 | $263K | Sell |
2,128
-40
| -2% | -$4.94K | 0.17% | 49 |
|
|
2024
Q4 | $288K | Buy |
2,168
+51
| +2% | +$6.79K | 0.17% | 49 |
|
|
2024
Q3 | $280K | Buy |
2,117
+13
| +0.6% | +$1.72K | 0.17% | 50 |
|
|
2024
Q2 | $249K | Sell |
2,104
-264
| -11% | -$31.2K | 0.16% | 55 |
|
|
2024
Q1 | $286K | Sell |
2,368
-44
| -2% | -$5.32K | 0.18% | 49 |
|
|
2023
Q4 | $269K | Sell |
2,412
-297
| -11% | -$33.1K | 0.21% | 54 |
|
|
2023
Q3 | $280K | Buy |
2,709
+9
| +0.3% | +$930 | 0.24% | 46 |
|
|
2023
Q2 | $286K | Buy |
2,700
+10
| +0.4% | +$1.06K | 0.24% | 47 |
|
|
2023
Q1 | $286K | Buy |
2,690
+8
| +0.3% | +$850 | 0.26% | 46 |
|
|
2022
Q4 | $296K | Buy |
2,682
+172
| +7% | +$19K | 0.27% | 44 |
|
|
2022
Q3 | $242K | Buy |
+2,510
| New | +$242K | 0.26% | 44 |
|
|
2022
Q2 | – | Sell |
-1,792
| Closed | -$201K | – | 64 |
|
|
2022
Q1 | $201K | Buy |
+1,792
| New | +$201K | 0.18% | 65 |
|