CAPTRUST Financial 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
Q2 | $106M | Buy |
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|
2025
Q1 | $101M | Buy |
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|
2024
Q4 | $92.9M | Buy |
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|
2024
Q3 | $92.3M | Buy |
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|
2024
Q2 | $79.8M | Buy |
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|
2024
Q1 | $79.4M | Sell |
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|
2023
Q4 | $75.2M | Sell |
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|
2023
Q3 | $70.1M | Buy |
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|
2023
Q2 | $68.7M | Buy |
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|
2023
Q1 | $65.3M | Buy |
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|
2022
Q4 | $61.9M | Buy |
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|
2022
Q3 | $47.9M | Buy |
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|
2022
Q2 | $25.7M | Sell |
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|
2022
Q1 | $37.4M | Buy |
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|
2021
Q4 | $17.5M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $8.14M | Buy |
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|
2021
Q1 | $7.47M | Buy |
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|
2020
Q4 | $5.94M | Buy |
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|
2020
Q3 | $3.21M | Sell |
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|
2020
Q2 | $4.96M | Sell |
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|
2020
Q1 | $4.93M | Sell |
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|
2019
Q4 | $7.72M | Buy |
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|
2019
Q3 | $7.06M | Sell |
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|
2019
Q2 | $7.07M | Buy |
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|
2019
Q1 | $6.85M | Buy |
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|
2018
Q4 | $2.9M | Buy |
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|
2018
Q3 | $3.14M | Buy |
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|
2018
Q2 | $2.89M | Sell |
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|
2018
Q1 | $3.44M | Buy |
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|
2017
Q4 | $2.37M | Sell |
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|
2017
Q3 | $2.37M | Buy |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.16M | Buy |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $810K | Buy |
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|
2015
Q4 | $334K | Hold |
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|
2015
Q3 | $313K | Sell |
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|
2015
Q2 | $514K | Buy |
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|
2015
Q1 | $360K | Buy |
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|
2014
Q4 | $344K | Hold |
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|
2014
Q3 | $332K | Sell |
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|
2014
Q2 | $346K | Sell |
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|
2014
Q1 | $632K | Buy |
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|
2013
Q4 | $325K | Buy |
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|
2013
Q3 | $287K | Sell |
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|
2013
Q2 | $293K | Buy |
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