Weitzel Financial Services’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 | $447K | Sell |
3,309
-27
| -0.8% | -$3.65K | 0.19% | 30 |
|
|
2025
Q1 | $414K | Hold |
3,336
| – | – | 0.2% | 28 |
|
|
2024
Q4 | $429K | Sell |
3,336
-38
| -1% | -$4.89K | 0.2% | 30 |
|
|
2024
Q3 | $431K | Buy |
3,374
+84
| +3% | +$10.7K | 0.2% | 28 |
|
|
2024
Q2 | $389K | Sell |
3,290
-27
| -0.8% | -$3.2K | 0.19% | 27 |
|
|
2024
Q1 | $399K | Sell |
3,317
-65
| -2% | -$7.83K | 0.2% | 26 |
|
|
2023
Q4 | $381K | Sell |
3,382
-4
| -0.1% | -$451 | 0.2% | 26 |
|
|
2023
Q3 | $342K | Hold |
3,386
| – | – | 0.2% | 28 |
|
|
2023
Q2 | $359K | Buy |
3,386
+3
| +0.1% | +$318 | 0.2% | 27 |
|
|
2023
Q1 | $360K | Buy |
3,383
+396
| +13% | +$42.1K | 0.22% | 26 |
|
|
2022
Q4 | $323K | Buy |
2,987
+340
| +13% | +$36.8K | 0.21% | 26 |
|
|
2022
Q3 | $251K | Buy |
2,647
+74
| +3% | +$7.02K | 0.18% | 30 |
|
|
2022
Q2 | $262K | Hold |
2,573
| – | – | 0.18% | 28 |
|
|
2022
Q1 | $289K | Hold |
2,573
| – | – | 0.18% | 24 |
|
|
2021
Q4 | $288K | Hold |
2,573
| – | – | 0.17% | 24 |
|
|
2021
Q3 | $269K | Sell |
2,573
-267,128
| -99% | -$27.9M | 0.17% | 25 |
|
|
2021
Q2 | $2.57M | Buy |
269,701
+267,128
| +10,382% | +$2.55M | 0.09% | 26 |
|
|
2021
Q1 | $269K | Hold |
2,573
| – | – | 0.19% | 23 |
|
|
2020
Q4 | $246K | Buy |
+2,573
| New | +$246K | 0.18% | 24 |
|