Capstone Wealth Management Group (Pennsylvania)’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 | $11.1M | Sell |
83,143
-4,343
| -5% | -$579K | 10.64% | 2 |
|
|
2025
Q1 | $11.3M | Sell |
87,486
-260
| -0.3% | -$33.5K | 6.44% | 4 |
|
|
2024
Q4 | $11.2M | Sell |
87,746
-399
| -0.5% | -$50.9K | 5.99% | 4 |
|
|
2024
Q3 | $11.3M | Sell |
88,145
-232
| -0.3% | -$29.7K | 6.69% | 3 |
|
|
2024
Q2 | $10.5M | Buy |
88,377
+139
| +0.2% | +$16.5K | 6.85% | 3 |
|
|
2024
Q1 | $10.7M | Sell |
88,238
-4,551
| -5% | -$551K | 7.66% | 2 |
|
|
2023
Q4 | $10.4M | Sell |
92,789
-535
| -0.6% | -$59.7K | 9.8% | 2 |
|
|
2023
Q3 | $9.64M | Sell |
93,324
-1,123
| -1% | -$116K | 9.99% | 2 |
|
|
2023
Q2 | $10M | Sell |
94,447
-1,389
| -1% | -$147K | 10.34% | 2 |
|
|
2023
Q1 | $10.1M | Sell |
95,836
-3,065
| -3% | -$323K | 11.21% | 2 |
|
|
2022
Q4 | $10.7M | Sell |
98,901
-110
| -0.1% | -$11.9K | 11.52% | 1 |
|
|
2022
Q3 | $9.39M | Buy |
99,011
+649
| +0.7% | +$61.6K | 12.02% | 1 |
|
|
2022
Q2 | $10M | Sell |
98,362
-752
| -0.8% | -$76.5K | 12.06% | 1 |
|
|
2022
Q1 | $11.1M | Sell |
99,114
-76
| -0.1% | -$8.53K | 11.12% | 1 |
|
|
2021
Q4 | $11.1M | Buy |
+99,190
| New | +$11.1M | 9.04% | 1 |
|