Agate Pass Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Hold |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $364K | Hold |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $417K | Buy |
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