Appleton Partners’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 | $311K | Hold |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $605K | Sell |
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|
2021
Q4 | $731K | Buy |
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|
2021
Q3 | $567K | Hold |
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|
2021
Q2 | $575K | Hold |
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|
2021
Q1 | $555K | Hold |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $452K | Hold |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $485K | Hold |
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|
2019
Q2 | $478K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $262K | Buy |
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