AIMZ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
14,339
-968
| -6% | -$129K | 0.64% | 51 |
|
|
2025
Q1 | $1.97M | Buy |
15,307
+1,103
| +8% | +$142K | 0.69% | 49 |
|
|
2024
Q4 | $1.81M | Sell |
14,204
-150
| -1% | -$19.1K | 0.63% | 49 |
|
|
2024
Q3 | $1.84M | Sell |
14,354
-310
| -2% | -$39.7K | 0.63% | 47 |
|
|
2024
Q2 | $1.74M | Buy |
14,664
+344
| +2% | +$40.8K | 0.62% | 47 |
|
|
2024
Q1 | $1.73M | Hold |
14,320
| – | – | 0.65% | 49 |
|
|
2023
Q4 | $1.6M | Buy |
14,320
+176
| +1% | +$19.6K | 0.65% | 50 |
|
|
2023
Q3 | $1.46M | Buy |
14,144
+235
| +2% | +$24.3K | 0.65% | 51 |
|
|
2023
Q2 | $1.48M | Sell |
13,909
-100
| -0.7% | -$10.6K | 0.63% | 51 |
|
|
2023
Q1 | $1.48M | Buy |
14,009
+612
| +5% | +$64.6K | 0.66% | 50 |
|
|
2022
Q4 | $1.45M | Sell |
13,397
-430
| -3% | -$46.5K | 0.68% | 50 |
|
|
2022
Q3 | $1.31M | Hold |
13,827
| – | – | 0.66% | 51 |
|
|
2022
Q2 | $1.41M | Sell |
13,827
-400
| -3% | -$40.7K | 0.67% | 49 |
|
|
2022
Q1 | $1.6M | Sell |
14,227
-1,093
| -7% | -$123K | 0.66% | 51 |
|
|
2021
Q4 | $1.72M | Buy |
15,320
+2,053
| +15% | +$230K | 0.67% | 50 |
|
|
2021
Q3 | $1.37M | Buy |
13,267
+2,747
| +26% | +$284K | 0.62% | 55 |
|
|
2021
Q2 | $1.1M | Buy |
10,520
+663
| +7% | +$69.5K | 0.49% | 61 |
|
|
2021
Q1 | $996K | Buy |
9,857
+654
| +7% | +$66.1K | 0.49% | 61 |
|
|
2020
Q4 | $842K | Hold |
9,203
| – | – | 0.44% | 60 |
|
|
2020
Q3 | $745K | Sell |
9,203
-2,057
| -18% | -$167K | 0.45% | 56 |
|
|
2020
Q2 | $887K | Sell |
11,260
-2,145
| -16% | -$169K | 0.58% | 50 |
|
|
2020
Q1 | $948K | Buy |
13,405
+420
| +3% | +$29.7K | 0.74% | 45 |
|
|
2019
Q4 | $1.22M | Hold |
12,985
| – | – | 0.79% | 47 |
|
|
2019
Q3 | $1.15M | Sell |
12,985
-375
| -3% | -$33.3K | 0.79% | 47 |
|
|
2019
Q2 | $1.17M | Sell |
13,360
-90
| -0.7% | -$7.86K | 0.8% | 46 |
|
|
2019
Q1 | $1.15M | Hold |
13,450
| – | – | 0.79% | 47 |
|
|
2018
Q4 | $1.05M | Sell |
13,450
-1,300
| -9% | -$101K | 0.81% | 47 |
|
|
2018
Q3 | $1.29M | Sell |
14,750
-120
| -0.8% | -$10.5K | 0.83% | 49 |
|
|
2018
Q2 | $1.24M | Sell |
14,870
-378
| -2% | -$31.4K | 0.87% | 46 |
|
|
2018
Q1 | $1.26M | Buy |
15,248
+3,347
| +28% | +$276K | 0.91% | 43 |
|
|
2017
Q4 | $1.02M | Buy |
11,901
+1,551
| +15% | +$133K | 0.77% | 50 |
|
|
2017
Q3 | $839K | Buy |
10,350
+834
| +9% | +$67.6K | 0.69% | 53 |
|
|
2017
Q2 | $744K | Sell |
9,516
-160
| -2% | -$12.5K | 0.63% | 57 |
|
|
2017
Q1 | $751K | Buy |
9,676
+1,200
| +14% | +$93.1K | 0.63% | 56 |
|
|
2016
Q4 | $642K | Hold |
8,476
| – | – | 0.57% | 59 |
|
|
2016
Q3 | $611K | Hold |
8,476
| – | – | 0.55% | 61 |
|
|
2016
Q2 | $606K | Sell |
8,476
-8,294
| -49% | -$593K | 0.56% | 61 |
|
|
2016
Q1 | $1.15M | Buy |
16,770
+7,779
| +87% | +$535K | 0.51% | 63 |
|
|
2015
Q4 | $600K | Sell |
8,991
-1,067
| -11% | -$71.2K | 0.55% | 56 |
|
|
2015
Q3 | $630K | Buy |
10,058
+64
| +0.6% | +$4.01K | 0.58% | 58 |
|
|
2015
Q2 | $673K | Buy |
9,994
+2,400
| +32% | +$162K | 0.58% | 57 |
|
|
2015
Q1 | $519K | Hold |
7,594
| – | – | 0.44% | 66 |
|
|
2014
Q4 | $522K | Buy |
+7,594
| New | +$522K | 0.47% | 63 |
|