Waterloo Capital’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
Q3
Sell
-3,288
Closed -$390K 399
2024
Q2
$390K Sell
3,288
-4,895
-60% -$581K 0.05% 254
2024
Q1
$990K Buy
8,183
+1,085
+15% +$131K 0.13% 150
2023
Q4
$792K Buy
7,098
+4,544
+178% +$507K 0.13% 160
2023
Q3
$264K Buy
+2,554
New +$264K 0.08% 157