Buckingham Strategic 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $3.45M | Sell |
29,131
-770
| -3% | -$91.3K | 0.04% | 178 |
|
2024
Q1 | $3.62M | Sell |
29,901
-2,711
| -8% | -$328K | 0.04% | 176 |
|
2023
Q4 | $3.64M | Buy |
32,612
+481
| +1% | +$53.7K | 0.04% | 168 |
|
2023
Q3 | $3.32M | Sell |
32,131
-5,868
| -15% | -$606K | 0.05% | 163 |
|
2023
Q2 | $4.03M | Buy |
37,999
+4,088
| +12% | +$434K | 0.06% | 148 |
|
2023
Q1 | $3.67M | Hold |
33,911
| – | – | 0.07% | 133 |
|
2022
Q4 | $3.67M | Sell |
33,911
-395
| -1% | -$42.7K | 0.07% | 133 |
|
2022
Q3 | $3.26M | Buy |
34,306
+23
| +0.1% | +$2.18K | 0.07% | 131 |
|
2022
Q2 | $3.49M | Sell |
34,283
-2,009
| -6% | -$204K | 0.07% | 129 |
|
2022
Q1 | $4.07M | Buy |
36,292
+1,956
| +6% | +$220K | 0.08% | 123 |
|
2021
Q4 | $3.85M | Sell |
34,336
-69
| -0.2% | -$7.74K | 0.07% | 122 |
|
2021
Q3 | $3.56M | Sell |
34,405
-71
| -0.2% | -$7.34K | 0.07% | 128 |
|
2021
Q2 | $3.61M | Buy |
34,476
+1,931
| +6% | +$202K | 0.09% | 121 |
|
2021
Q1 | $3.29M | Sell |
32,545
-1,303
| -4% | -$132K | 0.16% | 114 |
|
2020
Q4 | $3.1M | Sell |
33,848
-16,712
| -33% | -$1.53M | 0.16% | 114 |
|
2020
Q3 | $4.09M | Sell |
50,560
-66,259
| -57% | -$5.36M | 0.31% | 69 |
|
2020
Q2 | $9.2M | Buy |
116,819
+106,269
| +1,007% | +$8.37M | 0.88% | 27 |
|
2020
Q1 | $746K | Buy |
10,550
+1,971
| +23% | +$139K | 0.07% | 205 |
|
2019
Q4 | $804K | Buy |
8,579
+944
| +12% | +$88.5K | 0.08% | 188 |
|
2019
Q3 | $677K | Buy |
7,635
+302
| +4% | +$26.8K | 0.07% | 189 |
|
2019
Q2 | $641K | Sell |
7,333
-3,988
| -35% | -$349K | 0.07% | 205 |
|
2019
Q1 | $970K | Sell |
11,321
-3,678
| -25% | -$315K | 0.12% | 138 |
|
2018
Q4 | $1.17M | Sell |
14,999
-2,162
| -13% | -$169K | 0.18% | 101 |
|
2018
Q3 | $1.5M | Sell |
17,161
-6,667
| -28% | -$581K | 0.23% | 94 |
|
2018
Q2 | $1.98M | Buy |
23,828
+5,220
| +28% | +$434K | 0.32% | 66 |
|
2018
Q1 | $1.54M | Buy |
18,608
+14,537
| +357% | +$1.2M | 0.3% | 74 |
|
2017
Q4 | $349K | Buy |
4,071
+5
| +0.1% | +$429 | 0.07% | 213 |
|
2017
Q3 | $330K | Sell |
4,066
-103
| -2% | -$8.36K | 0.08% | 213 |
|
2017
Q2 | $326K | Buy |
4,169
+286
| +7% | +$22.4K | 0.08% | 207 |
|
2017
Q1 | $301K | Buy |
3,883
+28
| +0.7% | +$2.17K | 0.09% | 192 |
|
2016
Q4 | $292K | Buy |
+3,855
| New | +$292K | 0.09% | 171 |
|