Appleton Partners’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 | $311K | Hold |
2,330
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $301K | Sell |
2,330
-106
| -4% | -$13.7K | 0.02% | 216 |
|
|
2024
Q4 | $311K | Sell |
2,436
-1
| -0% | -$128 | 0.02% | 215 |
|
|
2024
Q3 | $312K | Hold |
2,437
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $289K | Hold |
2,437
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $295K | Sell |
2,437
-136
| -5% | -$16.5K | 0.02% | 231 |
|
|
2023
Q4 | $287K | Sell |
2,573
-35
| -1% | -$3.9K | 0.02% | 255 |
|
|
2023
Q3 | $269K | Sell |
2,608
-195
| -7% | -$20.1K | 0.02% | 252 |
|
|
2023
Q2 | $297K | Buy |
2,803
+64
| +2% | +$6.78K | 0.03% | 244 |
|
|
2023
Q1 | $289K | Hold |
2,739
| – | – | 0.03% | 260 |
|
|
2022
Q4 | $296K | Buy |
+2,739
| New | +$296K | 0.03% | 257 |
|
|
2022
Q3 | – | Sell |
-5,350
| Closed | -$544K | – | 300 |
|
|
2022
Q2 | $544K | Sell |
5,350
-41
| -0.8% | -$4.17K | 0.05% | 192 |
|
|
2022
Q1 | $605K | Sell |
5,391
-1,128
| -17% | -$127K | 0.05% | 198 |
|
|
2021
Q4 | $731K | Buy |
6,519
+1,031
| +19% | +$116K | 0.06% | 182 |
|
|
2021
Q3 | $567K | Hold |
5,488
| – | – | 0.05% | 198 |
|
|
2021
Q2 | $575K | Hold |
5,488
| – | – | 0.05% | 193 |
|
|
2021
Q1 | $555K | Hold |
5,488
| – | – | 0.05% | 188 |
|
|
2020
Q4 | $502K | Sell |
5,488
-100
| -2% | -$9.15K | 0.05% | 182 |
|
|
2020
Q3 | $452K | Hold |
5,588
| – | – | 0.05% | 185 |
|
|
2020
Q2 | $440K | Sell |
5,588
-15
| -0.3% | -$1.18K | 0.05% | 181 |
|
|
2020
Q1 | $396K | Buy |
5,603
+135
| +2% | +$9.54K | 0.05% | 188 |
|
|
2019
Q4 | $512K | Hold |
5,468
| – | – | 0.06% | 193 |
|
|
2019
Q3 | $485K | Hold |
5,468
| – | – | 0.06% | 192 |
|
|
2019
Q2 | $478K | Buy |
+5,468
| New | +$478K | 0.06% | 194 |
|
|
2017
Q2 | – | Sell |
-3,372
| Closed | -$262K | – | 245 |
|
|
2017
Q1 | $262K | Buy |
+3,372
| New | +$262K | 0.05% | 200 |
|