YHB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,631
| Closed | -$465K | – | 289 |
|
|
2024
Q3 | $465K | Buy |
3,631
+224
| +7% | +$28.7K | 0.04% | 206 |
|
|
2024
Q2 | $404K | Sell |
3,407
-1,460
| -30% | -$173K | 0.03% | 218 |
|
|
2024
Q1 | $589K | Hold |
4,867
| – | – | 0.05% | 183 |
|
|
2023
Q4 | $543K | Hold |
4,867
| – | – | 0.05% | 182 |
|
|
2023
Q3 | $503K | Hold |
4,867
| – | – | 0.05% | 187 |
|
|
2023
Q2 | $516K | Sell |
4,867
-240
| -5% | -$25.5K | 0.05% | 185 |
|
|
2023
Q1 | $539K | Hold |
5,107
| – | – | 0.05% | 185 |
|
|
2022
Q4 | $553K | Sell |
5,107
-452
| -8% | -$48.9K | 0.06% | 177 |
|
|
2022
Q3 | $527K | Buy |
5,559
+145
| +3% | +$13.7K | 0.06% | 183 |
|
|
2022
Q2 | $551K | Hold |
5,414
| – | – | 0.06% | 180 |
|
|
2022
Q1 | $608K | Sell |
5,414
-225
| -4% | -$25.3K | 0.05% | 184 |
|
|
2021
Q4 | $632K | Hold |
5,639
| – | – | 0.05% | 194 |
|
|
2021
Q3 | $583K | Hold |
5,639
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $591K | Sell |
5,639
-1,000
| -15% | -$105K | 0.05% | 191 |
|
|
2021
Q1 | $688K | Hold |
6,639
| – | – | 0.06% | 182 |
|
|
2020
Q4 | $608K | Hold |
6,639
| – | – | 0.06% | 186 |
|
|
2020
Q3 | $537K | Buy |
+6,639
| New | +$537K | 0.06% | 186 |
|