Badgley Phelps Wealth Managers’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 | $1.26M | Buy |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $908K | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $947K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $265K | Buy |
|