Avantax Planning 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 | $9.64M | Sell |
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|
2025
Q2 | $9.48M | Buy |
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|
2025
Q1 | $8.92M | Buy |
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|
2024
Q4 | $8.48M | Sell |
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|
2024
Q3 | $8.66M | Sell |
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|
2024
Q2 | $8.03M | Sell |
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|
2024
Q1 | $8.31M | Sell |
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|
2023
Q4 | $7.69M | Sell |
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|
2023
Q3 | $7.2M | Sell |
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|
2023
Q2 | $7.44M | Sell |
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|
2023
Q1 | $7.44M | Sell |
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|
2022
Q4 | $7.64M | Buy |
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|
2022
Q3 | $5.79M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $562K | Buy |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $386K | Buy |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.64M | Sell |
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|
2019
Q1 | $2M | Sell |
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|
2018
Q4 | $2.04M | Buy |
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|
2018
Q3 | $113K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $599K | Buy |
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|
2017
Q4 | $621K | Sell |
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|
2017
Q3 | $1.68M | Sell |
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|
2017
Q2 | $1.64M | Sell |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $885K | Buy |
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