Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.46M | Buy |
13,516
+1,037
| +8% | +$112K | 0.87% | 30 |
|
|
2022
Q3 | $1.18M | Buy |
12,479
+178
| +1% | +$16.9K | 0.89% | 35 |
|
|
2022
Q2 | $1.25M | Buy |
12,301
+907
| +8% | +$92.2K | 0.85% | 37 |
|
|
2022
Q1 | $1.28M | Buy |
11,394
+2,328
| +26% | +$261K | 0.78% | 38 |
|
|
2021
Q4 | $1.04M | Buy |
9,066
+1,581
| +21% | +$182K | 0.62% | 45 |
|
|
2021
Q3 | $774K | Buy |
7,485
+1,191
| +19% | +$123K | 0.49% | 56 |
|
|
2021
Q2 | $659K | Buy |
6,294
+518
| +9% | +$54.2K | 0.42% | 64 |
|
|
2021
Q1 | $584K | Buy |
5,776
+1,074
| +23% | +$109K | 0.41% | 62 |
|
|
2020
Q4 | $430K | Sell |
4,702
-238
| -5% | -$21.8K | 0.31% | 75 |
|
|
2020
Q3 | $400K | Buy |
4,940
+23
| +0.5% | +$1.86K | 0.33% | 76 |
|
|
2020
Q2 | $387K | Buy |
4,917
+29
| +0.6% | +$2.28K | 0.36% | 76 |
|
|
2020
Q1 | $346K | Buy |
4,888
+121
| +3% | +$8.57K | 0.39% | 70 |
|
|
2019
Q4 | $447K | Buy |
4,767
+21
| +0.4% | +$1.97K | 0.42% | 65 |
|
|
2019
Q3 | $421K | Buy |
4,746
+23
| +0.5% | +$2.04K | 0.42% | 67 |
|
|
2019
Q2 | $413K | Buy |
4,723
+494
| +12% | +$43.2K | 0.42% | 66 |
|
|
2019
Q1 | $362K | Buy |
4,229
+17
| +0.4% | +$1.46K | 0.32% | 80 |
|
|
2018
Q4 | $329K | Sell |
4,212
-179
| -4% | -$14K | 0.34% | 74 |
|
|
2018
Q3 | $382K | Hold |
4,391
| – | – | 0.35% | 73 |
|
|
2018
Q2 | $365K | Buy |
4,391
+18
| +0.4% | +$1.5K | 0.36% | 71 |
|
|
2018
Q1 | $361K | Buy |
4,373
+222
| +5% | +$18.3K | 0.36% | 70 |
|
|
2017
Q4 | $355K | Buy |
+4,151
| New | +$355K | 0.34% | 76 |
|