Badgley Phelps Wealth Managers’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 | $1.17M | Hold |
8,753
| – | – | 0.03% | 171 |
|
|
2025
Q1 | $1.13M | Buy |
8,753
+407
| +5% | +$52.5K | 0.03% | 169 |
|
|
2024
Q4 | $1.06M | Sell |
8,346
-42
| -0.5% | -$5.36K | 0.02% | 173 |
|
|
2024
Q3 | $1.08M | Sell |
8,388
-125
| -1% | -$16K | 0.03% | 167 |
|
|
2024
Q2 | $1.01M | Buy |
8,513
+2,141
| +34% | +$254K | 0.03% | 165 |
|
|
2024
Q1 | $771K | Hold |
6,372
| – | – | 0.02% | 178 |
|
|
2023
Q4 | $711K | Sell |
6,372
-421
| -6% | -$47K | 0.02% | 176 |
|
|
2023
Q3 | $702K | Sell |
6,793
-1,673
| -20% | -$173K | 0.02% | 157 |
|
|
2023
Q2 | $898K | Sell |
8,466
-144
| -2% | -$15.3K | 0.03% | 154 |
|
|
2023
Q1 | $908K | Sell |
8,610
-9,016
| -51% | -$951K | 0.03% | 130 |
|
|
2022
Q4 | $1.91M | Buy |
17,626
+7,647
| +77% | +$827K | 0.08% | 117 |
|
|
2022
Q3 | $947K | Sell |
9,979
-342
| -3% | -$32.5K | 0.04% | 123 |
|
|
2022
Q2 | $1.05M | Buy |
10,321
+1,191
| +13% | +$121K | 0.04% | 124 |
|
|
2022
Q1 | $1.02M | Buy |
9,130
+6,763
| +286% | +$759K | 0.04% | 131 |
|
|
2021
Q4 | $265K | Buy |
+2,367
| New | +$265K | 0.01% | 191 |
|