WMG Financial 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 | $282K | Hold |
2,119
| – | – | 0.1% | 141 |
|
|
2025
Q1 | $273K | Hold |
2,119
| – | – | 0.12% | 125 |
|
|
2024
Q4 | $270K | Hold |
2,119
| – | – | 0.12% | 124 |
|
|
2024
Q3 | $272K | Sell |
2,119
-55
| -3% | -$7.05K | 0.12% | 125 |
|
|
2024
Q2 | $258K | Hold |
2,174
| – | – | 0.14% | 120 |
|
|
2024
Q1 | $263K | Sell |
2,174
-45
| -2% | -$5.45K | 0.15% | 106 |
|
|
2023
Q4 | $248K | Hold |
2,219
| – | – | 0.16% | 93 |
|
|
2023
Q3 | $229K | Sell |
2,219
-40
| -2% | -$4.13K | 0.19% | 85 |
|
|
2023
Q2 | $240K | Sell |
2,259
-166
| -7% | -$17.6K | 0.18% | 98 |
|
|
2023
Q1 | $256K | Sell |
2,425
-10
| -0.4% | -$1.06K | 0.21% | 84 |
|
|
2022
Q4 | $263K | Sell |
2,435
-40
| -2% | -$4.33K | 0.22% | 93 |
|
|
2022
Q3 | $232K | Hold |
2,475
| – | – | 0.21% | 111 |
|
|
2022
Q2 | $253K | Sell |
2,475
-197
| -7% | -$20.1K | 0.22% | 106 |
|
|
2022
Q1 | $301K | Hold |
2,672
| – | – | 0.22% | 115 |
|
|
2021
Q4 | $301K | Buy |
+2,672
| New | +$301K | 0.23% | 116 |
|