Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$9K | – | 715 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | 0.01% | 443 |
|
|
2022
Q2 | $10K | Buy |
+100
| New | +$10K | 0.01% | 444 |
|
|
2022
Q1 | – | Sell |
-182
| Closed | -$20K | – | 651 |
|
|
2021
Q4 | $20K | Hold |
182
| – | – | 0.02% | 400 |
|
|
2021
Q3 | $20K | Buy |
182
+100
| +122% | +$11K | 0.02% | 372 |
|
|
2021
Q2 | $9K | Hold |
82
| – | – | 0.01% | 507 |
|
|
2021
Q1 | $8K | Buy |
+82
| New | +$8K | 0.01% | 492 |
|
|
2018
Q3 | $3.37M | Sell |
38,705
-17,268
| -31% | -$1.5M | 2.25% | 7 |
|
|
2018
Q2 | $4.65M | Sell |
55,973
-354
| -0.6% | -$29.4K | 3.35% | 3 |
|
|
2018
Q1 | $4.65M | Buy |
56,327
+8,295
| +17% | +$684K | 3.54% | 2 |
|
|
2017
Q4 | $4.21M | Buy |
+48,032
| New | +$4.21M | 3.15% | 2 |
|