Berkshire Asset Management’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 | $335K | Hold |
2,512
| – | – | 0.02% | 220 |
|
|
2025
Q1 | $316K | Sell |
2,512
-34
| -1% | -$4.28K | 0.02% | 227 |
|
|
2024
Q4 | $339K | Sell |
2,546
-126
| -5% | -$16.8K | 0.02% | 230 |
|
|
2024
Q3 | $317K | Hold |
2,672
| – | – | 0.02% | 224 |
|
|
2024
Q2 | $317K | Hold |
2,672
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $323K | Sell |
2,672
-40
| -1% | -$4.84K | 0.02% | 193 |
|
|
2023
Q4 | $303K | Hold |
2,712
| – | – | 0.02% | 197 |
|
|
2023
Q3 | $280K | Sell |
2,712
-200
| -7% | -$20.7K | 0.02% | 199 |
|
|
2023
Q2 | $309K | Hold |
2,912
| – | – | 0.02% | 191 |
|
|
2023
Q1 | $307K | Hold |
2,912
| – | – | 0.02% | 184 |
|
|
2022
Q4 | $315K | Sell |
2,912
-139
| -5% | -$15K | 0.02% | 127 |
|
|
2022
Q3 | $289K | Buy |
3,051
+20
| +0.7% | +$1.89K | 0.02% | 174 |
|
|
2022
Q2 | $308K | Hold |
3,031
| – | – | 0.02% | 181 |
|
|
2022
Q1 | $340K | Sell |
3,031
-294
| -9% | -$33K | 0.02% | 165 |
|
|
2021
Q4 | $373K | Buy |
3,325
+313
| +10% | +$35.1K | 0.02% | 188 |
|
|
2021
Q3 | $311K | Buy |
3,012
+22
| +0.7% | +$2.27K | 0.02% | 195 |
|
|
2021
Q2 | $313K | Buy |
2,990
+10
| +0.3% | +$1.05K | 0.02% | 194 |
|
|
2021
Q1 | $301K | Sell |
2,980
-217
| -7% | -$21.9K | 0.02% | 183 |
|
|
2020
Q4 | $293K | Buy |
3,197
+322
| +11% | +$29.5K | 0.02% | 184 |
|
|
2020
Q3 | $233K | Hold |
2,875
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $226K | Sell |
2,875
-337
| -10% | -$26.5K | 0.02% | 154 |
|
|
2020
Q1 | $227K | Buy |
3,212
+337
| +12% | +$23.8K | 0.02% | 183 |
|
|
2019
Q4 | $269K | Sell |
2,875
-154
| -5% | -$14.4K | 0.02% | 167 |
|
|
2019
Q3 | $269K | Hold |
3,029
| – | – | 0.02% | 179 |
|
|
2019
Q2 | $265K | Hold |
3,029
| – | – | 0.02% | 184 |
|
|
2019
Q1 | $259K | Hold |
3,029
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $236K | Hold |
3,029
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $264K | Hold |
3,029
| – | – | 0.02% | 198 |
|
|
2018
Q2 | $252K | Hold |
3,029
| – | – | 0.02% | 188 |
|
|
2018
Q1 | $250K | Hold |
3,029
| – | – | 0.02% | 183 |
|
|
2017
Q4 | $259K | Hold |
3,029
| – | – | 0.03% | 179 |
|
|
2017
Q3 | $246K | Hold |
3,029
| – | – | 0.03% | 173 |
|
|
2017
Q2 | $237K | Hold |
3,029
| – | – | 0.03% | 179 |
|
|
2017
Q1 | $235K | Hold |
3,029
| – | – | 0.03% | 177 |
|
|
2016
Q4 | $230K | Sell |
3,029
-130
| -4% | -$9.87K | 0.03% | 165 |
|
|
2016
Q3 | $228K | Sell |
3,159
-217
| -6% | -$15.7K | 0.03% | 159 |
|
|
2016
Q2 | $241K | Hold |
3,376
| – | – | 0.04% | 160 |
|
|
2016
Q1 | $233K | Hold |
3,376
| – | – | 0.04% | 146 |
|
|
2015
Q4 | $225K | Hold |
3,376
| – | – | 0.04% | 145 |
|
|
2015
Q3 | $212K | Buy |
3,376
+25
| +0.7% | +$1.57K | 0.04% | 145 |
|
|
2015
Q2 | $226K | Hold |
3,351
| – | – | 0.04% | 148 |
|
|
2015
Q1 | $229K | Buy |
3,351
+362
| +12% | +$24.7K | 0.04% | 148 |
|
|
2014
Q4 | $205K | Buy |
+2,989
| New | +$205K | 0.04% | 160 |
|