Blue Chip Partners’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 | $1.62M | Buy |
12,182
+159
| +1% | +$21.2K | 0.13% | 64 |
|
2025
Q1 | $1.55M | Buy |
12,023
+83
| +0.7% | +$10.7K | 0.13% | 72 |
|
2024
Q4 | $1.52M | Buy |
11,940
+249
| +2% | +$31.8K | 0.13% | 76 |
|
2024
Q3 | $1.5M | Buy |
11,691
+99
| +0.9% | +$12.7K | 0.13% | 68 |
|
2024
Q2 | $1.37M | Sell |
11,592
-184
| -2% | -$21.8K | 0.13% | 66 |
|
2024
Q1 | $1.42M | Buy |
11,776
+91
| +0.8% | +$11K | 0.14% | 64 |
|
2023
Q4 | $1.3M | Buy |
11,685
+116
| +1% | +$12.9K | 0.14% | 66 |
|
2023
Q3 | $1.2M | Sell |
11,569
-4
| -0% | -$413 | 0.14% | 63 |
|
2023
Q2 | $1.23M | Buy |
11,573
+2,077
| +22% | +$220K | 0.14% | 72 |
|
2023
Q1 | $1M | Buy |
9,496
+361
| +4% | +$38.1K | 0.12% | 76 |
|
2022
Q4 | $989K | Buy |
9,135
+295
| +3% | +$31.9K | 0.12% | 81 |
|
2022
Q3 | $839K | Buy |
8,840
+111
| +1% | +$10.5K | 0.12% | 71 |
|
2022
Q2 | $888K | Buy |
8,729
+197
| +2% | +$20K | 0.11% | 74 |
|
2022
Q1 | $958K | Buy |
8,532
+87
| +1% | +$9.77K | 0.12% | 76 |
|
2021
Q4 | $947K | Buy |
8,445
+215
| +3% | +$24.1K | 0.12% | 73 |
|
2021
Q3 | $851K | Sell |
8,230
-223
| -3% | -$23.1K | 0.12% | 73 |
|
2021
Q2 | $886K | Sell |
8,453
-468
| -5% | -$49.1K | 0.13% | 66 |
|
2021
Q1 | $902K | Buy |
8,921
+115
| +1% | +$11.6K | 0.14% | 61 |
|
2020
Q4 | $806K | Sell |
8,806
-391
| -4% | -$35.8K | 0.13% | 65 |
|
2020
Q3 | $744K | Sell |
9,197
-337
| -4% | -$27.3K | 0.13% | 60 |
|
2020
Q2 | $751K | Sell |
9,534
-293
| -3% | -$23.1K | 0.15% | 61 |
|
2020
Q1 | $695K | Sell |
9,827
-5,479
| -36% | -$387K | 0.17% | 57 |
|
2019
Q4 | $1.43M | Buy |
15,306
+6,658
| +77% | +$624K | 0.27% | 60 |
|
2019
Q3 | $767K | Sell |
8,648
-4,132
| -32% | -$366K | 0.16% | 69 |
|
2019
Q2 | $1.12M | Buy |
12,780
+254
| +2% | +$22.2K | 0.25% | 62 |
|
2019
Q1 | $1.07M | Buy |
12,526
+536
| +4% | +$45.9K | 0.25% | 62 |
|
2018
Q4 | $935K | Buy |
11,990
+4,399
| +58% | +$343K | 0.24% | 70 |
|
2018
Q3 | $661K | Sell |
7,591
-489
| -6% | -$42.6K | 0.16% | 76 |
|
2018
Q2 | $671K | Buy |
8,080
+100
| +1% | +$8.3K | 0.18% | 76 |
|
2018
Q1 | $658K | Sell |
7,980
-625
| -7% | -$51.5K | 0.18% | 76 |
|
2017
Q4 | $737K | Buy |
8,605
+1,056
| +14% | +$90.4K | 0.22% | 73 |
|
2017
Q3 | $612K | Buy |
7,549
+288
| +4% | +$23.3K | 0.2% | 79 |
|
2017
Q2 | $568K | Buy |
7,261
+2,020
| +39% | +$158K | 0.2% | 81 |
|
2017
Q1 | $407K | Buy |
5,241
+20
| +0.4% | +$1.55K | 0.15% | 90 |
|
2016
Q4 | $396K | Buy |
5,221
+476
| +10% | +$36.1K | 0.16% | 91 |
|
2016
Q3 | $342K | Buy |
4,745
+13
| +0.3% | +$937 | 0.15% | 89 |
|
2016
Q2 | $338K | Sell |
4,732
-685
| -13% | -$48.9K | 0.15% | 84 |
|
2016
Q1 | $374K | Buy |
5,417
+101
| +2% | +$6.97K | 0.18% | 79 |
|
2015
Q4 | $355K | Sell |
5,316
-153
| -3% | -$10.2K | 0.18% | 78 |
|
2015
Q3 | $343K | Sell |
5,469
-183
| -3% | -$11.5K | 0.22% | 81 |
|
2015
Q2 | $380K | Buy |
5,652
+95
| +2% | +$6.39K | 0.24% | 73 |
|
2015
Q1 | $380K | Sell |
5,557
-472
| -8% | -$32.3K | 0.26% | 70 |
|
2014
Q4 | $415K | Buy |
+6,029
| New | +$415K | 0.29% | 68 |
|