1776 Wealth’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 | $309K | Hold |
2,320
| – | – | 0.13% | 117 |
|
|
2025
Q1 | $299K | Sell |
2,320
-53
| -2% | -$6.84K | 0.14% | 114 |
|
|
2024
Q4 | $303K | Hold |
2,373
| – | – | 0.14% | 112 |
|
|
2024
Q3 | $304K | Hold |
2,373
| – | – | 0.14% | 112 |
|
|
2024
Q2 | $281K | Hold |
2,373
| – | – | 0.13% | 120 |
|
|
2024
Q1 | $287K | Hold |
2,373
| – | – | 0.14% | 108 |
|
|
2023
Q4 | $265K | Sell |
2,373
-168
| -7% | -$18.8K | 0.13% | 108 |
|
|
2023
Q3 | $263K | Hold |
2,541
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $270K | Hold |
2,541
| – | – | 0.14% | 111 |
|
|
2023
Q1 | $268K | Hold |
2,541
| – | – | 0.16% | 103 |
|
|
2022
Q4 | $275K | Sell |
2,541
-27
| -1% | -$2.92K | 0.2% | 101 |
|
|
2022
Q3 | $244K | Hold |
2,568
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $261K | Hold |
2,568
| – | – | 0.18% | 99 |
|
|
2022
Q1 | $288K | Hold |
2,568
| – | – | 0.17% | 97 |
|
|
2021
Q4 | $288K | Hold |
2,568
| – | – | 0.15% | 99 |
|
|
2021
Q3 | $265K | Hold |
2,568
| – | – | 0.15% | 102 |
|
|
2021
Q2 | $269K | Hold |
2,568
| – | – | 0.15% | 99 |
|
|
2021
Q1 | $260K | Hold |
2,568
| – | – | 0.16% | 93 |
|
|
2020
Q4 | $235K | Sell |
2,568
-250
| -9% | -$22.9K | 0.15% | 99 |
|
|
2020
Q3 | $228K | Sell |
2,818
-2,151
| -43% | -$174K | 0.17% | 93 |
|
|
2020
Q2 | $391K | Sell |
4,969
-6,069
| -55% | -$478K | 0.27% | 60 |
|
|
2020
Q1 | $919K | Buy |
11,038
+4,969
| +82% | +$414K | 0.39% | 39 |
|
|
2019
Q4 | $568K | Buy |
+6,069
| New | +$568K | 0.48% | 36 |
|