Allie Family Office’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 | $1.18M | Buy |
8,875
+3,440
| +63% | +$459K | 0.59% | 27 |
|
|
2025
Q1 | $701K | Sell |
5,435
-1,428
| -21% | -$184K | 0.38% | 40 |
|
|
2024
Q4 | $876K | Hold |
6,863
| – | – | 0.49% | 36 |
|
|
2024
Q3 | $880K | Hold |
6,863
| – | – | 0.47% | 33 |
|
|
2024
Q2 | $814K | Hold |
6,863
| – | – | 0.49% | 33 |
|
|
2024
Q1 | $827K | Sell |
6,863
-337
| -5% | -$40.6K | 0.49% | 32 |
|
|
2023
Q4 | $804K | Buy |
7,200
+1,579
| +28% | +$176K | 0.56% | 25 |
|
|
2023
Q3 | $581K | Sell |
5,621
-10,962
| -66% | -$1.13M | 0.47% | 29 |
|
|
2023
Q2 | $1.76M | Hold |
16,583
| – | – | 1.26% | 17 |
|
|
2023
Q1 | $1.75M | Buy |
16,583
+2,486
| +18% | +$262K | 1.31% | 14 |
|
|
2022
Q4 | $1.53M | Buy |
14,097
+3,082
| +28% | +$334K | 1.26% | 15 |
|
|
2022
Q3 | $1.05M | Buy |
11,015
+2,135
| +24% | +$203K | 0.9% | 17 |
|
|
2022
Q2 | $903K | Buy |
8,880
+4,038
| +83% | +$411K | 0.73% | 22 |
|
|
2022
Q1 | $544K | Hold |
4,842
| – | – | 0.42% | 39 |
|
|
2021
Q4 | $543K | Buy |
+4,842
| New | +$543K | 0.43% | 45 |
|