Baron Silver Stevens Financial Advisors’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 | $8.77M | Sell |
65,764
-2,674
| -4% | -$356K | 1.4% | 21 |
|
|
2025
Q1 | $8.83M | Sell |
68,438
-6,633
| -9% | -$855K | 1.54% | 21 |
|
|
2024
Q4 | $9.58M | Buy |
75,071
+1,477
| +2% | +$188K | 1.63% | 19 |
|
|
2024
Q3 | $9.43M | Buy |
73,594
+203
| +0.3% | +$26K | 1.65% | 20 |
|
|
2024
Q2 | $8.7M | Sell |
73,391
-706
| -1% | -$83.7K | 1.65% | 20 |
|
|
2024
Q1 | $8.97M | Buy |
74,097
+558
| +0.8% | +$67.5K | 1.73% | 18 |
|
|
2023
Q4 | $8.21M | Sell |
73,539
-4,372
| -6% | -$488K | 1.72% | 20 |
|
|
2023
Q3 | $8.05M | Sell |
77,911
-6,344
| -8% | -$655K | 1.82% | 18 |
|
|
2023
Q2 | $8.94M | Buy |
84,255
+15,274
| +22% | +$1.62M | 1.96% | 18 |
|
|
2023
Q1 | $7.28M | Sell |
68,981
-15,933
| -19% | -$1.68M | 1.89% | 18 |
|
|
2022
Q4 | $9.19M | Buy |
84,914
+10,303
| +14% | +$1.11M | 2.26% | 16 |
|
|
2022
Q3 | $6 | Buy |
74,611
+16,449
| +28% | +$1 | ﹤0.01% | 98 |
|
|
2022
Q2 | $5.92M | Buy |
58,162
+23,935
| +70% | +$2.43M | 1.53% | 20 |
|
|
2022
Q1 | $3.84M | Buy |
34,227
+9,086
| +36% | +$1.02M | 0.9% | 23 |
|
|
2021
Q4 | $2.82M | Buy |
25,141
+1,372
| +6% | +$154K | 0.67% | 24 |
|
|
2021
Q3 | $2.46M | Buy |
23,769
+9,622
| +68% | +$994K | 0.65% | 24 |
|
|
2021
Q2 | $1.48M | Buy |
+14,147
| New | +$1.48M | 0.4% | 30 |
|
|
2021
Q1 | – | Sell |
-6,498
| Closed | -$594K | – | 476 |
|
|
2020
Q4 | $594K | Buy |
+6,498
| New | +$594K | 0.2% | 31 |
|