Brandywine Oak Private Wealth’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 | $1.27M | Buy |
9,542
+20
| +0.2% | +$2.67K | 0.12% | 90 |
|
|
2025
Q1 | $1.23M | Sell |
9,522
-1,199
| -11% | -$155K | 0.12% | 88 |
|
|
2024
Q4 | $1.37M | Sell |
10,721
-78
| -0.7% | -$9.95K | 0.13% | 79 |
|
|
2024
Q3 | $1.38M | Sell |
10,799
-427
| -4% | -$54.7K | 0.13% | 79 |
|
|
2024
Q2 | $1.33M | Sell |
11,226
-1,297
| -10% | -$154K | 0.14% | 77 |
|
|
2024
Q1 | $1.52M | Buy |
12,523
+261
| +2% | +$31.6K | 0.16% | 71 |
|
|
2023
Q4 | $1.37M | Sell |
12,262
-2,563
| -17% | -$286K | 0.15% | 75 |
|
|
2023
Q3 | $1.53M | Sell |
14,825
-1,334
| -8% | -$138K | 0.18% | 67 |
|
|
2023
Q2 | $1.71M | Sell |
16,159
-1,907
| -11% | -$202K | 0.19% | 67 |
|
|
2023
Q1 | $1.91M | Sell |
18,066
-2,331
| -11% | -$246K | 0.22% | 64 |
|
|
2022
Q4 | $2.21M | Sell |
20,397
-5,291
| -21% | -$573K | 0.27% | 55 |
|
|
2022
Q3 | $2.44M | Sell |
25,688
-5,734
| -18% | -$544K | 0.33% | 48 |
|
|
2022
Q2 | $3.2M | Buy |
31,422
+3,416
| +12% | +$347K | 0.41% | 34 |
|
|
2022
Q1 | $3.14M | Sell |
28,006
-669
| -2% | -$75.1K | 0.36% | 50 |
|
|
2021
Q4 | $2.99M | Buy |
28,675
+3,254
| +13% | +$339K | 0.33% | 54 |
|
|
2021
Q3 | $2.6M | Sell |
25,421
-1,775
| -7% | -$182K | 0.3% | 58 |
|
|
2021
Q2 | $2.85M | Buy |
27,196
+2,715
| +11% | +$284K | 0.33% | 52 |
|
|
2021
Q1 | $2.47M | Buy |
24,481
+3,729
| +18% | +$377K | 0.36% | 47 |
|
|
2020
Q4 | $1.9M | Buy |
20,752
+3,239
| +18% | +$296K | 0.29% | 57 |
|
|
2020
Q3 | $1.42M | Buy |
17,513
+547
| +3% | +$44.3K | 0.24% | 65 |
|
|
2020
Q2 | $1.34M | Sell |
16,966
-218
| -1% | -$17.2K | 0.24% | 69 |
|
|
2020
Q1 | $835K | Buy |
17,184
+7,107
| +71% | +$345K | 0.17% | 84 |
|
|
2019
Q4 | $944K | Hold |
10,077
| – | – | 0.17% | 73 |
|
|
2019
Q3 | $894K | Sell |
10,077
-241
| -2% | -$21.4K | 0.17% | 71 |
|
|
2019
Q2 | $901K | Buy |
10,318
+61
| +0.6% | +$5.33K | 0.18% | 71 |
|
|
2019
Q1 | $878K | Buy |
10,257
+7,937
| +342% | +$679K | 0.18% | 69 |
|
|
2018
Q4 | $180K | Buy |
+2,320
| New | +$180K | 0.04% | 208 |
|