Waypoint Wealth Partners’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 | $473K | Hold |
3,547
| – | – | 0.11% | 49 |
|
|
2025
Q1 | $457K | Sell |
3,547
-199
| -5% | -$25.7K | 0.13% | 45 |
|
|
2024
Q4 | $478K | Hold |
3,746
| – | – | 0.13% | 45 |
|
|
2024
Q3 | $480K | Buy |
3,746
+199
| +6% | +$25.5K | 0.13% | 49 |
|
|
2024
Q2 | $421K | Hold |
3,547
| – | – | 0.12% | 45 |
|
|
2024
Q1 | $429K | Hold |
3,547
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $396K | Buy |
+3,547
| New | +$396K | 0.12% | 57 |
|