Wealthstar Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $569K | Sell |
3,844
-232
| -6% | -$34.9K | 0.34% | 77 |
|
|
2025
Q4 | $585K | Sell |
4,076
-314
| -7% | -$44.7K | 0.32% | 74 |
|
|
2025
Q3 | $619K | Buy |
4,390
+6
| +0.1% | +$824 | 0.24% | 77 |
|
|
2025
Q2 | $584K | Buy |
4,384
+26
| +0.6% | +$3.29K | 0.22% | 90 |
|
|
2025
Q1 | $562K | Sell |
4,358
-229
| -5% | -$30K | 0.26% | 90 |
|
|
2024
Q4 | $585K | Buy |
+4,587
| New | +$598K | 0.25% | 77 |
|
|
2024
Q2 | – | Sell |
-4,567
| Closed | -$553K | – | 143 |
|
|
2024
Q1 | $553K | Sell |
4,567
-120
| -3% | -$13.7K | 0.19% | 74 |
|
|
2023
Q4 | $523K | Sell |
4,687
-20
| -0.4% | -$2.1K | 0.19% | 76 |
|
|
2023
Q3 | $486K | Sell |
4,707
-73
| -2% | -$7.83K | 0.21% | 57 |
|
|
2023
Q2 | $507K | Buy |
4,780
+28
| +0.6% | +$2.94K | 0.21% | 43 |
|
|
2023
Q1 | $501K | Buy |
4,752
+2
| +0% | +$215 | 0.21% | 46 |
|
|
2022
Q4 | $514K | Buy |
4,750
+3
| +0.1% | +$319 | 0.23% | 45 |
|
|
2022
Q3 | $448K | Buy |
4,747
+3
| +0.1% | +$312 | 0.21% | 52 |
|
|
2022
Q2 | $482K | Buy |
4,744
+3
| +0.1% | +$325 | 0.2% | 56 |
|
|
2022
Q1 | $533K | Sell |
4,741
-74
| -2% | -$8.25K | 0.2% | 58 |
|
|
2021
Q4 | $538K | Buy |
4,815
+4
| +0.1% | +$435 | 0.18% | 49 |
|
|
2021
Q3 | $496K | Buy |
4,811
+102
| +2% | +$10.8K | 0.18% | 52 |
|
|
2021
Q2 | $493K | Buy |
+4,709
| New | +$494K | 0.19% | 56 |
|
|
2020
Q1 | $288K | Sell |
4,070
-377
| -8% | -$32.4K | 0.22% | 42 |
|
|
2019
Q4 | $417K | Buy |
4,447
+4
| +0.1% | +$363 | 0.27% | 34 |
|
|
2019
Q3 | $396K | Buy |
4,443
+103
| +2% | +$9.01K | 0.26% | 32 |
|
|
2019
Q2 | $379K | Buy |
4,340
+4
| +0.1% | +$346 | 0.26% | 36 |
|
|
2019
Q1 | $369K | Sell |
4,336
-52
| -1% | -$4.34K | 0.27% | 34 |
|
|
2018
Q4 | $341K | Buy |
4,388
+274
| +7% | +$22.9K | 0.28% | 32 |
|
|
2018
Q3 | $356K | Hold |
4,114
| – | – | 0.27% | 39 |
|
|
2018
Q2 | $357K | Sell |
4,114
-8
| -0.2% | -$670 | 0.28% | 39 |
|
|
2018
Q1 | $340K | Buy |
+4,122
| New | +$354K | 0.29% | 31 |
|