Bogart Wealth LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $864K | Buy |
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|
2023
Q2 | $880K | Buy |
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|
2023
Q1 | $870K | Buy |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $124K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $26K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $7K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $389K | Buy |
|