Wealth Advisors’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
Q3 | $1.3M | Sell |
12,614
-7,163
| -36% | -$740K | 0.58% | 26 |
|
|
2023
Q2 | $2.12M | Sell |
19,777
-1,621
| -8% | -$173K | 0.9% | 20 |
|
|
2023
Q1 | $2.28M | Sell |
21,398
-993
| -4% | -$106K | 1.09% | 19 |
|
|
2022
Q4 | $2.42M | Buy |
22,391
+1,538
| +7% | +$166K | 1.29% | 17 |
|
|
2022
Q3 | $1.98M | Buy |
20,853
+95
| +0.5% | +$9.02K | 1.01% | 19 |
|
|
2022
Q2 | $2.11M | Sell |
20,758
-1,078
| -5% | -$110K | 1.02% | 20 |
|
|
2022
Q1 | $2.45M | Hold |
21,836
| – | – | 0.89% | 21 |
|
|
2021
Q4 | $2.45M | Sell |
21,836
-290
| -1% | -$32.5K | 0.85% | 21 |
|
|
2021
Q3 | $2.31M | Hold |
22,126
| – | – | 0.9% | 21 |
|
|
2021
Q2 | $2.32M | Buy |
22,126
+1,285
| +6% | +$135K | 0.85% | 21 |
|
|
2021
Q1 | $2.14M | Sell |
20,841
-15,829
| -43% | -$1.62M | 0.85% | 21 |
|
|
2020
Q4 | $3.36M | Sell |
36,670
-100
| -0.3% | -$9.15K | 1.48% | 15 |
|
|
2020
Q3 | $3.09M | Hold |
36,770
| – | – | 1.44% | 15 |
|
|
2020
Q2 | $2.93M | Sell |
36,770
-9,563
| -21% | -$762K | 1.56% | 14 |
|
|
2020
Q1 | $3.48M | Sell |
46,333
-90,957
| -66% | -$6.84M | 2.31% | 12 |
|
|
2019
Q4 | $12.9M | Buy |
+137,290
| New | +$12.9M | 7.34% | 3 |
|