WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.47M | Buy |
56,025
+410
| +0.7% | +$54.7K | 1.89% | 11 |
|
|
2025
Q1 | $7.17M | Buy |
55,615
+375
| +0.7% | +$48.4K | 2.03% | 9 |
|
|
2024
Q4 | $7.05M | Buy |
55,240
+1,079
| +2% | +$138K | 1.96% | 10 |
|
|
2024
Q3 | $6.94M | Buy |
54,161
+1,650
| +3% | +$212K | 1.98% | 9 |
|
|
2024
Q2 | $6.23M | Buy |
52,511
+1,428
| +3% | +$169K | 2.05% | 10 |
|
|
2024
Q1 | $6.18M | Buy |
51,083
+1,931
| +4% | +$234K | 2.08% | 10 |
|
|
2023
Q4 | $5.49M | Sell |
49,152
-71
| -0.1% | -$7.93K | 2.06% | 10 |
|
|
2023
Q3 | $5.09M | Buy |
49,223
+2,032
| +4% | +$210K | 2.1% | 9 |
|
|
2023
Q2 | $5.01M | Buy |
47,191
+414
| +0.9% | +$43.9K | 2% | 9 |
|
|
2023
Q1 | $4.93M | Buy |
46,777
+1,098
| +2% | +$116K | 1.97% | 9 |
|
|
2022
Q4 | $4.94M | Buy |
45,679
+2,891
| +7% | +$313K | 2.07% | 8 |
|
|
2022
Q3 | $4.35M | Hold |
42,788
| – | – | 1.86% | 9 |
|
|
2022
Q2 | $4.35M | Buy |
42,788
+3,772
| +10% | +$384K | 1.86% | 9 |
|
|
2022
Q1 | $4.38M | Buy |
39,016
+791
| +2% | +$88.8K | 1.64% | 12 |
|
|
2021
Q4 | $4.29M | Buy |
38,225
+407
| +1% | +$45.6K | 1.6% | 17 |
|
|
2021
Q3 | $3.91M | Buy |
37,818
+230
| +0.6% | +$23.8K | 1.46% | 19 |
|
|
2021
Q2 | $3.94M | Buy |
37,588
+1,620
| +5% | +$170K | 1.43% | 18 |
|
|
2021
Q1 | $3.64M | Buy |
35,968
+415
| +1% | +$42K | 1.48% | 18 |
|
|
2020
Q4 | $3.25M | Buy |
35,553
+211
| +0.6% | +$19.3K | 1.42% | 19 |
|
|
2020
Q3 | $2.86M | Sell |
35,342
-1,024
| -3% | -$82.9K | 1.47% | 19 |
|
|
2020
Q2 | $2.87M | Sell |
36,366
-4,037
| -10% | -$318K | 1.62% | 18 |
|
|
2020
Q1 | $2.86M | Buy |
40,403
+4,061
| +11% | +$287K | 1.98% | 11 |
|
|
2019
Q4 | $3.41M | Buy |
36,342
+1,227
| +3% | +$115K | 2.21% | 10 |
|
|
2019
Q3 | $3.12M | Buy |
35,115
+2,991
| +9% | +$265K | 2.24% | 10 |
|
|
2019
Q2 | $2.51M | Sell |
32,124
-1,941
| -6% | -$151K | 2.29% | 10 |
|
|
2019
Q1 | $2.92M | Buy |
34,065
+1,941
| +6% | +$166K | 1.86% | 10 |
|
|
2018
Q4 | $2.51M | Buy |
+32,124
| New | +$2.51M | 1.9% | 10 |
|