Annex Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $380K | Buy |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $969K | Buy |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $529K | Buy |
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|
2020
Q3 | $261K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Sell |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $214K | Sell |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $213K | Sell |
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|
2017
Q2 | $363K | Sell |
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|
2017
Q1 | $379K | Buy |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $337K | Sell |
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|
2016
Q2 | $348K | Sell |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $421K | Buy |
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|
2015
Q3 | $395K | Sell |
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|
2015
Q2 | $434K | Sell |
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|
2015
Q1 | $516K | Sell |
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|
2014
Q4 | $20.9M | Buy |
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|
2014
Q3 | $18.8M | Buy |
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|
2014
Q2 | $15.7M | Buy |
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|
2014
Q1 | $13.9M | Buy |
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|
2013
Q4 | $11.2M | Buy |
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|
2013
Q3 | $6.34M | Buy |
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|
2013
Q2 | $3.8M | Buy |
|