Wallace Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,387
| Closed | -$936K | – | 203 |
|
|
2024
Q1 | $936K | Buy |
+8,387
| New | +$936K | 0.7% | 39 |
|
|
2023
Q4 | – | Sell |
-5,780
| Closed | -$613K | – | 179 |
|
|
2023
Q3 | $613K | Hold |
5,780
| – | – | 0.44% | 46 |
|
|
2023
Q2 | $610K | Hold |
5,780
| – | – | 0.46% | 47 |
|
|
2023
Q1 | $610K | Sell |
5,780
-3,983
| -41% | -$420K | 0.46% | 47 |
|
|
2022
Q4 | $1.06M | Buy |
+9,763
| New | +$1.06M | 0.83% | 23 |
|