Calton & Associates’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 | $312K | Buy |
2,342
+352
| +18% | +$46.9K | 0.05% | 278 |
|
|
2025
Q1 | $257K | Buy |
+1,990
| New | +$257K | 0.06% | 266 |
|
|
2020
Q2 | – | Sell |
-4,229
| Closed | -$299K | – | 356 |
|
|
2020
Q1 | $299K | Buy |
4,229
+302
| +8% | +$21.4K | 0.07% | 208 |
|
|
2019
Q4 | $368K | Sell |
3,927
-1,576
| -29% | -$148K | 0.07% | 221 |
|
|
2019
Q3 | $488K | Buy |
5,503
+80
| +1% | +$7.09K | 0.11% | 161 |
|
|
2019
Q2 | $474K | Sell |
5,423
-436
| -7% | -$38.1K | 0.13% | 133 |
|
|
2019
Q1 | $502K | Sell |
5,859
-972
| -14% | -$83.3K | 0.15% | 130 |
|
|
2018
Q4 | $533K | Buy |
6,831
+31
| +0.5% | +$2.42K | 0.2% | 103 |
|
|
2018
Q3 | $592K | Sell |
6,800
-350
| -5% | -$30.5K | 0.17% | 108 |
|
|
2018
Q2 | $620K | Buy |
7,150
+1,564
| +28% | +$136K | 0.18% | 95 |
|
|
2018
Q1 | $461K | Buy |
5,586
+141
| +3% | +$11.6K | 0.13% | 165 |
|
|
2017
Q4 | $487K | Buy |
+5,445
| New | +$487K | 0.12% | 166 |
|