Waddell & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,272
| Closed | -$451K | – | 176 |
|
|
2023
Q1 | $451K | Hold |
4,272
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $462K | Hold |
4,272
| – | – | 0.08% | 79 |
|
|
2022
Q3 | $405K | Hold |
4,272
| – | – | 0.08% | 77 |
|
|
2022
Q2 | $434K | Hold |
4,272
| – | – | 0.09% | 73 |
|
|
2022
Q1 | $480K | Hold |
4,272
| – | – | 0.08% | 70 |
|
|
2021
Q4 | $479K | Buy |
4,272
+265
| +7% | +$29.7K | 0.08% | 73 |
|
|
2021
Q3 | $414K | Hold |
4,007
| – | – | 0.07% | 71 |
|
|
2021
Q2 | $420 | Buy |
+4,007
| New | +$420 | 0.06% | 68 |
|