BPA
Beacon Pointe Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4M | Sell |
228,171
-5,272
| -2% | -$703K | 0.32% | 65 |
|
|
2025
Q1 | $30.1M | Sell |
233,443
-2,066
| -0.9% | -$266K | 0.34% | 60 |
|
|
2024
Q4 | $30M | Buy |
235,509
+3,631
| +2% | +$463K | 0.33% | 60 |
|
|
2024
Q3 | $29.7M | Sell |
231,878
-4,617
| -2% | -$592K | 0.34% | 63 |
|
|
2024
Q2 | $28M | Sell |
236,495
-15,647
| -6% | -$1.86M | 0.33% | 63 |
|
|
2024
Q1 | $30.5M | Sell |
252,142
-545
| -0.2% | -$65.9K | 0.34% | 60 |
|
|
2023
Q4 | $28.2M | Sell |
252,687
-80,407
| -24% | -$8.98M | 0.34% | 62 |
|
|
2023
Q3 | $34.4M | Buy |
333,094
+138,150
| +71% | +$14.3M | 0.43% | 46 |
|
|
2023
Q2 | $20.7M | Buy |
194,944
+1,462
| +0.8% | +$155K | 0.34% | 67 |
|
|
2023
Q1 | $20.4M | Sell |
193,482
-49
| -0% | -$5.17K | 0.35% | 73 |
|
|
2022
Q4 | $20.9M | Buy |
193,531
+26,119
| +16% | +$2.83M | 0.41% | 61 |
|
|
2022
Q3 | $15.9M | Buy |
167,412
+1,947
| +1% | +$185K | 0.36% | 72 |
|
|
2022
Q2 | $16.8M | Sell |
165,465
-24,778
| -13% | -$2.52M | 0.36% | 68 |
|
|
2022
Q1 | $21.4M | Buy |
190,243
+90,822
| +91% | +$10.2M | 0.29% | 83 |
|
|
2021
Q4 | $11.1M | Sell |
99,421
-24,918
| -20% | -$2.79M | 0.29% | 86 |
|
|
2021
Q3 | $12.9M | Buy |
124,339
+18,646
| +18% | +$1.93M | 0.32% | 83 |
|
|
2021
Q2 | $11.1M | Buy |
105,693
+8,360
| +9% | +$876K | 0.39% | 62 |
|
|
2021
Q1 | $9.84M | Buy |
97,333
+2,817
| +3% | +$285K | 0.6% | 37 |
|
|
2020
Q4 | $8.65M | Sell |
94,516
-8,186
| -8% | -$749K | 0.59% | 37 |
|
|
2020
Q3 | $8.32M | Sell |
102,702
-13,564
| -12% | -$1.1M | 0.8% | 29 |
|
|
2020
Q2 | $9.17M | Sell |
116,266
-28,081
| -19% | -$2.22M | 0.92% | 26 |
|
|
2020
Q1 | $10.2M | Buy |
144,347
+120,689
| +510% | +$8.54M | 1.63% | 11 |
|
|
2019
Q4 | $2.22M | Buy |
23,658
+1,919
| +9% | +$180K | 0.69% | 36 |
|
|
2019
Q3 | $1.93M | Buy |
21,739
+1,749
| +9% | +$155K | 0.83% | 34 |
|
|
2019
Q2 | $1.75M | Buy |
19,990
+1,544
| +8% | +$135K | 0.64% | 42 |
|
|
2019
Q1 | $1.58M | Buy |
18,446
+565
| +3% | +$48.4K | 0.59% | 53 |
|
|
2018
Q4 | $1.4M | Buy |
+17,881
| New | +$1.4M | 0.85% | 32 |
|