West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,663
| Closed | -$492K | – | 81 |
|
|
2023
Q1 | $492K | Sell |
4,663
-18
| -0.4% | -$1.9K | 0.23% | 32 |
|
|
2022
Q4 | $507K | Sell |
4,681
-1,220
| -21% | -$132K | 0.25% | 32 |
|
|
2022
Q3 | $559K | Sell |
5,901
-1,670
| -22% | -$158K | 0.28% | 32 |
|
|
2022
Q2 | $770K | Buy |
7,571
+2,584
| +52% | +$263K | 0.36% | 30 |
|
|
2022
Q1 | $559K | Buy |
+4,987
| New | +$559K | 0.22% | 28 |
|