Capital Advisors Ltd’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
Q2 | $756K | Buy |
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|
2025
Q1 | $726K | Buy |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $503K | Hold |
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|
2023
Q3 | $465K | Hold |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $462K | Hold |
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|
2022
Q3 | $405K | Hold |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $434K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $376K | Buy |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $263K | Hold |
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|
2020
Q1 | $236K | Hold |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $195K | Buy |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $150K | Buy |
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|
2018
Q1 | $137K | Hold |
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|
2017
Q4 | $143K | Hold |
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|
2017
Q3 | $135K | Hold |
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|
2017
Q2 | $130K | Hold |
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|
2017
Q1 | $129K | Buy |
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|
2016
Q4 | $67K | Hold |
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|
2016
Q3 | $64K | Hold |
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|
2016
Q2 | $63K | Sell |
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|
2016
Q1 | $95K | Buy |
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|
2015
Q4 | $59K | Buy |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Buy |
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