Westwood Holdings 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
Q3 | – | Sell |
-2,703
| Closed | -$287K | – | 502 |
|
|
2023
Q2 | $287K | Buy |
+2,703
| New | +$287K | ﹤0.01% | 441 |
|
|
2021
Q4 | – | Sell |
-2,365
| Closed | -$244K | – | 466 |
|
|
2021
Q3 | $244K | Hold |
2,365
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $248K | Hold |
2,365
| – | – | ﹤0.01% | 417 |
|
|
2021
Q1 | $239K | Hold |
2,365
| – | – | ﹤0.01% | 435 |
|
|
2020
Q4 | $216K | Buy |
+2,365
| New | +$216K | ﹤0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-2,665
| Closed | -$250K | – | 524 |
|
|
2019
Q4 | $250K | Buy |
2,665
+140
| +6% | +$13.1K | ﹤0.01% | 430 |
|
|
2019
Q3 | $224K | Sell |
2,525
-870
| -26% | -$77.2K | ﹤0.01% | 413 |
|
|
2019
Q2 | $297K | Buy |
+3,395
| New | +$297K | ﹤0.01% | 426 |
|