Access Financial Services’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 | $1.57M | Sell |
11,762
-145
| -1% | -$19.3K | 0.59% | 35 |
|
|
2025
Q1 | $1.54M | Buy |
11,907
+460
| +4% | +$59.3K | 0.62% | 37 |
|
|
2024
Q4 | $1.46M | Hold |
11,447
| – | – | 0.65% | 38 |
|
|
2024
Q3 | $1.47M | Sell |
11,447
-55
| -0.5% | -$7.05K | 0.67% | 41 |
|
|
2024
Q2 | $1.36M | Hold |
11,502
| – | – | 0.62% | 47 |
|
|
2024
Q1 | $1.39M | Hold |
11,502
| – | – | 0.62% | 52 |
|
|
2023
Q4 | $1.28M | Sell |
11,502
-704
| -6% | -$78.6K | 0.66% | 48 |
|
|
2023
Q3 | $1.26M | Hold |
12,206
| – | – | 0.76% | 47 |
|
|
2023
Q2 | $1.29M | Sell |
12,206
-127
| -1% | -$13.5K | 0.75% | 44 |
|
|
2023
Q1 | $1.3M | Sell |
12,333
-1,011
| -8% | -$107K | 0.79% | 38 |
|
|
2022
Q4 | $1.44M | Sell |
13,344
-2,062
| -13% | -$223K | 0.88% | 30 |
|
|
2022
Q3 | $1.46M | Hold |
15,406
| – | – | 0.95% | 21 |
|
|
2022
Q2 | $1.57M | Sell |
15,406
-530
| -3% | -$53.9K | 0.9% | 24 |
|
|
2022
Q1 | $1.79M | Buy |
15,936
+36
| +0.2% | +$4.04K | 0.85% | 26 |
|
|
2021
Q4 | $1.78M | Sell |
15,900
-788
| -5% | -$88.4K | 0.8% | 36 |
|
|
2021
Q3 | $1.73M | Sell |
16,688
-408
| -2% | -$42.2K | 0.78% | 36 |
|
|
2021
Q2 | $1.79M | Sell |
17,096
-2,680
| -14% | -$281K | 0.83% | 38 |
|
|
2021
Q1 | $2M | Sell |
19,776
-542
| -3% | -$54.8K | 0.94% | 31 |
|
|
2020
Q4 | $1.86M | Sell |
20,318
-5,040
| -20% | -$461K | 0.91% | 32 |
|
|
2020
Q3 | $2.05M | Sell |
25,358
-6,073
| -19% | -$491K | 1.11% | 22 |
|
|
2020
Q2 | $2.48M | Sell |
31,431
-35,327
| -53% | -$2.78M | 1.63% | 10 |
|
|
2020
Q1 | $4.72M | Sell |
66,758
-14,627
| -18% | -$1.03M | 3.76% | 6 |
|
|
2019
Q4 | $7.63M | Sell |
81,385
-1,703
| -2% | -$160K | 4.42% | 6 |
|
|
2019
Q3 | $7.37M | Sell |
83,088
-1,985
| -2% | -$176K | 5.25% | 5 |
|
|
2019
Q2 | $7.43M | Buy |
85,073
+6,055
| +8% | +$529K | 5.67% | 3 |
|
|
2019
Q1 | $6.77M | Buy |
79,018
+25,460
| +48% | +$2.18M | 5.33% | 3 |
|
|
2018
Q4 | $4.18M | Buy |
53,558
+20,365
| +61% | +$1.59M | 3.72% | 6 |
|
|
2018
Q3 | $2.89M | Sell |
33,193
-4,175
| -11% | -$364K | 1.98% | 8 |
|
|
2018
Q2 | $3.1M | Sell |
37,368
-635
| -2% | -$52.7K | 2.19% | 7 |
|
|
2018
Q1 | $3.14M | Buy |
38,003
+6,053
| +19% | +$499K | 2.31% | 6 |
|
|
2017
Q4 | $2.74M | Buy |
31,950
+13,265
| +71% | +$1.14M | 1.89% | 11 |
|
|
2017
Q3 | $1.52M | Buy |
18,685
+3,475
| +23% | +$282K | 1.16% | 23 |
|
|
2017
Q2 | $1.19M | Sell |
15,210
-2,165
| -12% | -$169K | 0.97% | 35 |
|
|
2017
Q1 | $1.35M | Buy |
17,375
+685
| +4% | +$53.2K | 1.14% | 24 |
|
|
2016
Q4 | $1.27M | Buy |
+16,690
| New | +$1.27M | 1.15% | 17 |
|