WealthPlan Investment 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 | $262K | Buy |
1,967
+8
| +0.4% | +$1.07K | 0.02% | 303 |
|
|
2025
Q1 | $253K | Buy |
1,959
+8
| +0.4% | +$1.03K | 0.02% | 240 |
|
|
2024
Q4 | $249K | Buy |
1,951
+40
| +2% | +$5.1K | 0.02% | 236 |
|
|
2024
Q3 | $245K | Buy |
+1,911
| New | +$245K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-23
| Closed | -$2.44K | – | 360 |
|
|
2023
Q2 | $2.44K | Sell |
23
-286
| -93% | -$30.3K | ﹤0.01% | 314 |
|
|
2023
Q1 | $32.6K | Sell |
309
-2,164
| -88% | -$228K | 0.01% | 272 |
|
|
2022
Q4 | $275K | Buy |
2,473
+211
| +9% | +$23.4K | 0.02% | 331 |
|
|
2022
Q3 | $249K | Buy |
+2,262
| New | +$249K | 0.02% | 323 |
|
|
2022
Q1 | $324K | Buy |
+3,007
| New | +$324K | 0.02% | 306 |
|