BIA
Bigelow Investment 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 | $1.78M | Buy |
13,321
+94
| +0.7% | +$12.5K | 0.78% | 36 |
|
|
2025
Q1 | $1.71M | Buy |
13,227
+725
| +6% | +$93.5K | 0.81% | 34 |
|
|
2024
Q4 | $1.6M | Buy |
12,502
+497
| +4% | +$63.4K | 0.75% | 36 |
|
|
2024
Q3 | $1.54M | Buy |
12,005
+1,924
| +19% | +$247K | 0.69% | 39 |
|
|
2024
Q2 | $1.2M | Buy |
10,081
+2,627
| +35% | +$312K | 0.57% | 52 |
|
|
2024
Q1 | $902K | Buy |
7,454
+2,356
| +46% | +$285K | 0.44% | 69 |
|
|
2023
Q4 | $569K | Sell |
5,098
-1,777
| -26% | -$198K | 0.31% | 88 |
|
|
2023
Q3 | $710K | Sell |
6,875
-355
| -5% | -$36.7K | 0.41% | 75 |
|
|
2023
Q2 | $767K | Sell |
7,230
-333
| -4% | -$35.3K | 0.42% | 75 |
|
|
2023
Q1 | $798K | Buy |
7,563
+397
| +6% | +$41.9K | 0.46% | 73 |
|
|
2022
Q4 | $775K | Buy |
7,166
+1,786
| +33% | +$193K | 0.45% | 71 |
|
|
2022
Q3 | $510K | Buy |
5,380
+200
| +4% | +$19K | 0.3% | 95 |
|
|
2022
Q2 | $527K | Buy |
5,180
+1,435
| +38% | +$146K | 0.29% | 96 |
|
|
2022
Q1 | $420K | Buy |
3,745
+146
| +4% | +$16.4K | 0.2% | 106 |
|
|
2021
Q4 | $403K | Sell |
3,599
-275
| -7% | -$30.8K | 0.18% | 106 |
|
|
2021
Q3 | $400K | Buy |
3,874
+264
| +7% | +$27.3K | 0.2% | 103 |
|
|
2021
Q2 | $378K | Hold |
3,610
| – | – | 0.18% | 112 |
|
|
2021
Q1 | $365K | Buy |
3,610
+300
| +9% | +$30.3K | 0.19% | 110 |
|
|
2020
Q4 | $303K | Sell |
3,310
-483
| -13% | -$44.2K | 0.16% | 119 |
|
|
2020
Q3 | $307K | Sell |
3,793
-1,625
| -30% | -$132K | 0.18% | 114 |
|
|
2020
Q2 | $427K | Sell |
5,418
-1,382
| -20% | -$109K | 0.28% | 93 |
|
|
2020
Q1 | $481K | Sell |
6,800
-2,055
| -23% | -$145K | 0.36% | 74 |
|
|
2019
Q4 | $830K | Hold |
8,855
| – | – | 0.49% | 58 |
|
|
2019
Q3 | $786K | Buy |
8,855
+253
| +3% | +$22.5K | 0.5% | 58 |
|
|
2019
Q2 | $752K | Sell |
8,602
-655
| -7% | -$57.3K | 0.5% | 60 |
|
|
2019
Q1 | $793K | Sell |
9,257
-580
| -6% | -$49.7K | 0.55% | 56 |
|
|
2018
Q4 | $767K | Sell |
9,837
-245
| -2% | -$19.1K | 0.57% | 49 |
|
|
2018
Q3 | $878K | Sell |
10,082
-4,225
| -30% | -$368K | 0.59% | 52 |
|
|
2018
Q2 | $1.19M | Sell |
14,307
-4,998
| -26% | -$415K | 0.81% | 33 |
|
|
2018
Q1 | $1.59M | Buy |
19,305
+760
| +4% | +$62.7K | 1.08% | 22 |
|
|
2017
Q4 | $1.59M | Buy |
+18,545
| New | +$1.59M | 1.58% | 14 |
|