WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.7K | Sell |
29
-362
| -93% | -$46.2K | ﹤0.01% | 751 |
|
|
2024
Q3 | $50.1K | Sell |
391
-73
| -16% | -$9.36K | 0.01% | 340 |
|
|
2024
Q2 | $55K | Sell |
464
-4
| -0.9% | -$474 | 0.02% | 317 |
|
|
2024
Q1 | $56.6K | Buy |
+468
| New | +$56.6K | 0.02% | 316 |
|
|
2023
Q4 | – | Sell |
-910
| Closed | -$94K | – | 852 |
|
|
2023
Q3 | $94K | Buy |
910
+372
| +69% | +$38.4K | 0.04% | 247 |
|
|
2023
Q2 | $57.1K | Buy |
538
+32
| +6% | +$3.39K | 0.02% | 302 |
|
|
2023
Q1 | $53.4K | Sell |
506
-181
| -26% | -$19.1K | 0.02% | 313 |
|
|
2022
Q4 | $74.4K | Buy |
687
+3
| +0.4% | +$325 | 0.05% | 151 |
|
|
2022
Q3 | $64.9K | Buy |
684
+4
| +0.6% | +$379 | 0.05% | 147 |
|
|
2022
Q2 | $69.2K | Buy |
680
+101
| +17% | +$10.3K | 0.05% | 150 |
|
|
2022
Q1 | $65K | Buy |
+579
| New | +$65K | 0.04% | 157 |
|