WealthStone’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
2021
Q1
$757K Buy
7,494
+1,712
+30% +$173K 0.26% 61
2020
Q4
$529K Sell
5,782
-2,645
-31% -$242K 0.19% 79
2020
Q3
$682K Sell
8,427
-23,306
-73% -$1.89M 0.31% 51
2020
Q2
$2.5M Buy
31,733
+904
+3% +$71.2K 1.19% 13
2020
Q1
$2.18M Sell
30,829
-4,144
-12% -$293K 2.19% 9
2019
Q4
$3.28M Sell
34,973
-2,759
-7% -$259K 1.94% 11
2019
Q3
$3.35M Buy
+37,732
New +$3.35M 1.78% 13
2019
Q2
Hold
0
12