Center for Financial Planning’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 | $208K | Sell |
1,557
-214
| -12% | -$28.5K | 0.02% | 163 |
|
|
2025
Q1 | $228K | Hold |
1,771
| – | – | 0.03% | 146 |
|
|
2024
Q4 | $226K | Hold |
1,771
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $227K | Hold |
1,771
| – | – | 0.03% | 146 |
|
|
2024
Q2 | $210K | Sell |
1,771
-60
| -3% | -$7.12K | 0.03% | 143 |
|
|
2024
Q1 | $222K | Hold |
1,831
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $204K | Hold |
1,831
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $189K | Hold |
1,831
| – | – | 0.04% | 135 |
|
|
2023
Q2 | $194K | Buy |
1,831
+564
| +45% | +$59.8K | 0.04% | 133 |
|
|
2023
Q1 | $134K | Hold |
1,267
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $137K | Sell |
1,267
-339
| -21% | -$36.7K | 0.03% | 143 |
|
|
2022
Q3 | $152K | Hold |
1,606
| – | – | 0.04% | 137 |
|
|
2022
Q2 | $163K | Buy |
1,606
+393
| +32% | +$39.9K | 0.04% | 133 |
|
|
2022
Q1 | $136K | Hold |
1,213
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $136K | Sell |
1,213
-252
| -17% | -$28.3K | 0.03% | 153 |
|
|
2021
Q3 | $151K | Hold |
1,465
| – | – | 0.04% | 141 |
|
|
2021
Q2 | $153K | Hold |
1,465
| – | – | 0.04% | 141 |
|
|
2021
Q1 | $148K | Buy |
1,465
+252
| +21% | +$25.5K | 0.04% | 143 |
|
|
2020
Q4 | $111K | Hold |
1,213
| – | – | 0.03% | 142 |
|
|
2020
Q3 | $98K | Hold |
1,213
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $96K | Hold |
1,213
| – | – | 0.03% | 143 |
|
|
2020
Q1 | $86K | Sell |
1,213
-229
| -16% | -$16.2K | 0.03% | 140 |
|
|
2019
Q4 | $135K | Buy |
+1,442
| New | +$135K | 0.03% | 119 |
|