Wetzel Investment Advisors’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 | $665K | Sell |
4,989
-74
| -1% | -$9.87K | 0.3% | 53 |
|
|
2025
Q1 | $653K | Sell |
5,063
-194
| -4% | -$25K | 0.33% | 52 |
|
|
2024
Q4 | $671K | Hold |
5,257
| – | – | 0.33% | 57 |
|
|
2024
Q3 | $674K | Sell |
5,257
-198
| -4% | -$25.4K | 0.34% | 54 |
|
|
2024
Q2 | $659K | Sell |
5,455
-7
| -0.1% | -$846 | 0.38% | 48 |
|
|
2024
Q1 | $628K | Buy |
5,462
+290
| +6% | +$33.4K | 0.37% | 46 |
|
|
2023
Q4 | $577K | Buy |
+5,172
| New | +$577K | 0.35% | 45 |
|