Wealthstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
4,384
+26
| +0.6% | +$3.47K | 0.22% | 90 |
|
|
2025
Q1 | $562K | Sell |
4,358
-229
| -5% | -$29.5K | 0.26% | 90 |
|
|
2024
Q4 | $585K | Buy |
+4,587
| New | +$585K | 0.25% | 77 |
|
|
2024
Q2 | – | Sell |
-4,567
| Closed | -$553K | – | 139 |
|
|
2024
Q1 | $553K | Sell |
4,567
-120
| -3% | -$14.5K | 0.19% | 74 |
|
|
2023
Q4 | $523K | Sell |
4,687
-20
| -0.4% | -$2.23K | 0.08% | 75 |
|
|
2023
Q3 | $486K | Sell |
4,707
-73
| -2% | -$7.54K | 0.19% | 56 |
|
|
2023
Q2 | $507K | Buy |
4,780
+28
| +0.6% | +$2.97K | 0.21% | 43 |
|
|
2023
Q1 | $501K | Buy |
4,752
+2
| +0% | +$211 | 0.19% | 45 |
|
|
2022
Q4 | $514K | Buy |
4,750
+3
| +0.1% | +$325 | 0.23% | 45 |
|
|
2022
Q3 | $448K | Buy |
4,747
+3
| +0.1% | +$283 | 0.21% | 52 |
|
|
2022
Q2 | $482K | Buy |
4,744
+3
| +0.1% | +$305 | 0.19% | 55 |
|
|
2022
Q1 | $533K | Sell |
4,741
-74
| -2% | -$8.32K | 0.2% | 58 |
|
|
2021
Q4 | $538K | Buy |
4,815
+4
| +0.1% | +$447 | 0.18% | 49 |
|
|
2021
Q3 | $496K | Buy |
4,811
+102
| +2% | +$10.5K | 0.15% | 51 |
|
|
2021
Q2 | $493K | Buy |
+4,709
| New | +$493K | 0.15% | 55 |
|
|
2020
Q1 | $288K | Sell |
4,070
-377
| -8% | -$26.7K | 0.2% | 41 |
|
|
2019
Q4 | $417K | Buy |
4,447
+4
| +0.1% | +$375 | 0.26% | 30 |
|
|
2019
Q3 | $396K | Buy |
4,443
+103
| +2% | +$9.18K | 0.22% | 31 |
|
|
2019
Q2 | $379K | Buy |
4,340
+4
| +0.1% | +$349 | 0.22% | 35 |
|
|
2019
Q1 | $369K | Sell |
4,336
-52
| -1% | -$4.43K | 0.23% | 33 |
|
|
2018
Q4 | $341K | Buy |
4,388
+274
| +7% | +$21.3K | 0.25% | 31 |
|
|
2018
Q3 | $356K | Hold |
4,114
| – | – | 0.21% | 38 |
|
|
2018
Q2 | $357K | Sell |
4,114
-8
| -0.2% | -$694 | 0.11% | 38 |
|
|
2018
Q1 | $340K | Buy |
+4,122
| New | +$340K | 0.1% | 30 |
|