Atlas Capital Advisors’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
Q2 | $263K | Sell |
1,971
-325
| -14% | -$41.2K | 0.03% | 357 |
|
|
2025
Q1 | $296K | Buy |
2,296
+300
| +15% | +$39.3K | 0.04% | 339 |
|
|
2024
Q4 | $255K | Sell |
1,996
-204
| -9% | -$26.6K | 0.03% | 346 |
|
|
2024
Q3 | $282K | Buy |
2,200
+1,600
| +267% | +$198K | 0.04% | 320 |
|
|
2024
Q2 | $71.2K | Sell |
600
-282
| -32% | -$33.4K | 0.01% | 546 |
|
|
2024
Q1 | $107K | Buy |
882
+282
| +47% | +$32.3K | 0.02% | 470 |
|
|
2023
Q4 | $67K | Sell |
600
-1,000
| -63% | -$105K | 0.01% | 551 |
|
|
2023
Q3 | $165K | Sell |
1,600
-875
| -35% | -$93.9K | 0.03% | 375 |
|
|
2023
Q2 | $263K | Sell |
2,475
-359
| -13% | -$37.7K | 0.04% | 313 |
|
|
2023
Q1 | $299K | Sell |
2,834
-2,891
| -50% | -$311K | 0.05% | 283 |
|
|
2022
Q4 | $620K | Sell |
5,725
-137
| -2% | -$14.6K | 0.1% | 159 |
|
|
2022
Q3 | $556K | Buy |
5,862
+1,350
| +30% | +$140K | 0.1% | 167 |
|
|
2022
Q2 | $459K | Buy |
4,512
+1,525
| +51% | +$165K | 0.08% | 212 |
|
|
2022
Q1 | $335K | Buy |
2,987
+1,200
| +67% | +$134K | 0.05% | 270 |
|
|
2021
Q4 | $200K | Sell |
1,787
-248
| -12% | -$27K | 0.03% | 358 |
|
|
2021
Q3 | $210K | Buy |
2,035
+148
| +8% | +$15.6K | 0.03% | 339 |
|
|
2021
Q2 | $198K | Buy |
1,887
+700
| +59% | +$73.5K | 0.03% | 361 |
|
|
2021
Q1 | $120K | Hold |
1,187
| – | – | 0.02% | 396 |
|
|
2020
Q4 | $109K | Buy |
+1,187
| New | +$103K | 0.02% | 382 |
|
|
2020
Q3 | – | Sell |
-2,346
| Closed | -$185K | – | 596 |
|
|
2020
Q2 | $185K | Buy |
2,346
+147
| +7% | +$11.4K | 0.04% | 323 |
|
|
2020
Q1 | $156K | Sell |
2,199
-52,674
| -96% | -$4.53M | 0.05% | 307 |
|
|
2019
Q4 | $5.14M | Buy |
54,873
+52,825
| +2,579% | +$4.79M | 1.28% | 13 |
|
|
2019
Q3 | $182K | Buy |
2,048
+175
| +9% | +$15.3K | 0.05% | 333 |
|
|
2019
Q2 | $164K | Buy |
+1,873
| New | +$162K | 0.05% | 323 |
|
Other funds holding VYM
