CHA
Carmichael Hill & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.87M | Buy |
30,196
+343
| +1% | +$44K | 1.37% | 14 |
|
|
2024
Q2 | $3.54M | Sell |
29,853
-814
| -3% | -$96.5K | 1.39% | 13 |
|
|
2024
Q1 | $3.71M | Sell |
30,667
-469
| -2% | -$56.7K | 1.47% | 13 |
|
|
2023
Q4 | $3.48M | Buy |
31,136
+686
| +2% | +$76.6K | 1.44% | 13 |
|
|
2023
Q3 | $3.15M | Buy |
30,450
+1,394
| +5% | +$144K | 1.45% | 14 |
|
|
2023
Q2 | $3.08M | Buy |
29,056
+2,164
| +8% | +$230K | 1.38% | 14 |
|
|
2023
Q1 | $2.84M | Buy |
26,892
+3,139
| +13% | +$331K | 1.37% | 13 |
|
|
2022
Q4 | $2.57M | Buy |
23,753
+757
| +3% | +$81.9K | 1.32% | 16 |
|
|
2022
Q3 | $2.18M | Buy |
22,996
+7,337
| +47% | +$696K | 1.18% | 19 |
|
|
2022
Q2 | $1.59M | Buy |
15,659
+1,232
| +9% | +$125K | 0.84% | 28 |
|
|
2022
Q1 | $1.62M | Buy |
14,427
+279
| +2% | +$31.3K | 0.75% | 29 |
|
|
2021
Q4 | $1.59M | Buy |
14,148
+686
| +5% | +$76.9K | 0.71% | 30 |
|
|
2021
Q3 | $1.39M | Sell |
13,462
-60
| -0.4% | -$6.2K | 0.69% | 29 |
|
|
2021
Q2 | $1.42M | Buy |
13,522
+217
| +2% | +$22.7K | 0.72% | 28 |
|
|
2021
Q1 | $1.35M | Buy |
13,305
+305
| +2% | +$30.8K | 0.74% | 27 |
|
|
2020
Q4 | $1.19M | Buy |
13,000
+74
| +0.6% | +$6.77K | 0.7% | 31 |
|
|
2020
Q3 | $1.05M | Buy |
12,926
+336
| +3% | +$27.2K | 0.7% | 32 |
|
|
2020
Q2 | $992K | Sell |
12,590
-462
| -4% | -$36.4K | 0.73% | 31 |
|
|
2020
Q1 | $923K | Buy |
13,052
+2,001
| +18% | +$142K | 0.81% | 30 |
|
|
2019
Q4 | $1.04M | Buy |
11,051
+1,872
| +20% | +$175K | 0.74% | 33 |
|
|
2019
Q3 | $814K | Buy |
9,179
+24
| +0.3% | +$2.13K | 0.8% | 40 |
|
|
2019
Q2 | $800K | Buy |
9,155
+2,289
| +33% | +$200K | 0.79% | 39 |
|
|
2019
Q1 | $588K | Sell |
6,866
-181
| -3% | -$15.5K | 0.61% | 48 |
|
|
2018
Q4 | $550K | Buy |
7,047
+151
| +2% | +$11.8K | 0.63% | 47 |
|
|
2018
Q3 | $601K | Buy |
6,896
+100
| +1% | +$8.72K | 0.58% | 51 |
|
|
2018
Q2 | $564K | Sell |
6,796
-86
| -1% | -$7.14K | 0.61% | 51 |
|
|
2018
Q1 | $568K | Sell |
6,882
-384
| -5% | -$31.7K | 0.62% | 51 |
|
|
2017
Q4 | $622K | Buy |
+7,266
| New | +$622K | 0.68% | 43 |
|