Western Pacific Wealth Management’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 | $7.65M | Buy |
57,384
+8,672
| +18% | +$1.16M | 7.34% | 4 |
|
|
2025
Q1 | $6.28M | Buy |
48,712
+8
| +0% | +$1.03K | 5.68% | 5 |
|
|
2024
Q4 | $6.21M | Buy |
48,704
+463
| +1% | +$59.1K | 5.01% | 5 |
|
|
2024
Q3 | $6.18M | Buy |
48,241
+206
| +0.4% | +$26.4K | 4.11% | 5 |
|
|
2024
Q2 | $5.7M | Buy |
48,035
+661
| +1% | +$78.4K | 4.31% | 6 |
|
|
2024
Q1 | $5.73M | Buy |
47,374
+6,049
| +15% | +$732K | 4.16% | 5 |
|
|
2023
Q4 | $4.61M | Buy |
41,325
+270
| +0.7% | +$30.1K | 3.37% | 6 |
|
|
2023
Q3 | $4.24M | Sell |
41,055
-2,957
| -7% | -$306K | 3.48% | 5 |
|
|
2023
Q2 | $4.67M | Buy |
44,012
+8,834
| +25% | +$937K | 3.54% | 5 |
|
|
2023
Q1 | $3.71M | Buy |
35,178
+1,924
| +6% | +$203K | 2.84% | 5 |
|
|
2022
Q4 | $3.6M | Buy |
33,254
+538
| +2% | +$58.2K | 2.99% | 4 |
|
|
2022
Q3 | $3.1M | Sell |
32,716
-1,300
| -4% | -$123K | 3.08% | 5 |
|
|
2022
Q2 | $3.46M | Buy |
34,016
+1,500
| +5% | +$153K | 3.37% | 5 |
|
|
2022
Q1 | $3.65M | Buy |
32,516
+23,252
| +251% | +$2.61M | 2.66% | 5 |
|
|
2021
Q4 | $1.04M | Buy |
+9,264
| New | +$1.04M | 0.67% | 12 |
|