Wealthspan 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 | $6.04M | Buy |
45,317
+1,381
| +3% | +$184K | 2.5% | 9 |
|
|
2025
Q1 | $5.67M | Buy |
43,936
+2,332
| +6% | +$301K | 2.62% | 8 |
|
|
2024
Q4 | $5.31M | Buy |
41,604
+2,851
| +7% | +$364K | 2.54% | 7 |
|
|
2024
Q3 | $4.97M | Buy |
38,753
+1,463
| +4% | +$188K | 2.45% | 9 |
|
|
2024
Q2 | $4.42M | Buy |
37,290
+2,719
| +8% | +$322K | 2.44% | 9 |
|
|
2024
Q1 | $4.18M | Buy |
34,571
+211
| +0.6% | +$25.5K | 2.46% | 9 |
|
|
2023
Q4 | $3.84M | Sell |
34,360
-1,195
| -3% | -$133K | 2.69% | 10 |
|
|
2023
Q3 | $3.67M | Sell |
35,555
-5
| -0% | -$517 | 2.9% | 11 |
|
|
2023
Q2 | $3.77M | Buy |
35,560
+323
| +0.9% | +$34.3K | 2.98% | 10 |
|
|
2023
Q1 | $3.72M | Buy |
35,237
+1,963
| +6% | +$207K | 3.18% | 8 |
|
|
2022
Q4 | $3.6M | Buy |
33,274
+9,692
| +41% | +$1.05M | 3.28% | 7 |
|
|
2022
Q3 | $2.24M | Buy |
23,582
+10,941
| +87% | +$1.04M | 2.32% | 12 |
|
|
2022
Q2 | $1.29M | Buy |
12,641
+7,886
| +166% | +$802K | 1.33% | 15 |
|
|
2022
Q1 | $534K | Buy |
4,755
+133
| +3% | +$14.9K | 0.48% | 37 |
|
|
2021
Q4 | $518K | Buy |
+4,622
| New | +$518K | 0.46% | 41 |
|