Capital Planning Advisors’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 | $766K | Hold |
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|
2025
Q2 | $725K | Hold |
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|
2025
Q1 | $701K | Hold |
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|
2024
Q4 | $694K | Hold |
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|
2024
Q3 | $697K | Hold |
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|
2024
Q2 | $645K | Hold |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $962K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $369K | Sell |
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|
2018
Q1 | $522K | Buy |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $386K | Sell |
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|
2017
Q2 | $418K | Buy |
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