Cerity Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.4M | Sell |
565,520
-41,688
| -7% | -$5.56M | 0.13% | 152 |
|
|
2025
Q1 | $78.3M | Sell |
607,208
-1,637
| -0.3% | -$211K | 0.16% | 133 |
|
|
2024
Q4 | $77.7M | Buy |
608,845
+43,266
| +8% | +$5.52M | 0.17% | 131 |
|
|
2024
Q3 | $72.5M | Buy |
565,579
+79,198
| +16% | +$10.2M | 0.16% | 141 |
|
|
2024
Q2 | $57.7M | Buy |
486,381
+22,102
| +5% | +$2.62M | 0.15% | 140 |
|
|
2024
Q1 | $55.6M | Sell |
464,279
-60,630
| -12% | -$7.26M | 0.15% | 146 |
|
|
2023
Q4 | $58.6M | Buy |
524,909
+129,567
| +33% | +$14.5M | 0.19% | 122 |
|
|
2023
Q3 | $40.8M | Sell |
395,342
-68,159
| -15% | -$7.04M | 0.2% | 123 |
|
|
2023
Q2 | $49.2M | Buy |
463,501
+14,485
| +3% | +$1.54M | 0.19% | 118 |
|
|
2023
Q1 | $47.4M | Buy |
449,016
+176,154
| +65% | +$18.6M | 0.11% | 136 |
|
|
2022
Q4 | $29.5M | Buy |
272,862
+228,586
| +516% | +$24.7M | 0.19% | 121 |
|
|
2022
Q3 | $4.2M | Buy |
44,276
+2,159
| +5% | +$205K | 0.05% | 260 |
|
|
2022
Q2 | $4.28M | Buy |
42,117
+6,994
| +20% | +$711K | 0.05% | 274 |
|
|
2022
Q1 | $3.94M | Buy |
35,123
+27,869
| +384% | +$3.13M | 0.06% | 226 |
|
|
2021
Q4 | $3.43M | Sell |
7,254
-25,240
| -78% | -$11.9M | 0.05% | 248 |
|
|
2021
Q3 | $3.36M | Buy |
32,494
+1,459
| +5% | +$151K | 0.07% | 199 |
|
|
2021
Q2 | $3.25M | Buy |
31,035
+64
| +0.2% | +$6.71K | 0.07% | 206 |
|
|
2021
Q1 | $3.13M | Sell |
30,971
-6,158
| -17% | -$623K | 0.07% | 194 |
|
|
2020
Q4 | $3.4M | Sell |
37,129
-5,579
| -13% | -$511K | 0.11% | 150 |
|
|
2020
Q3 | $3.46M | Sell |
42,708
-16,039
| -27% | -$1.3M | 0.14% | 121 |
|
|
2020
Q2 | $4.63M | Sell |
58,747
-16,250
| -22% | -$1.28M | 0.26% | 80 |
|
|
2020
Q1 | $5.31M | Buy |
74,997
+1,244
| +2% | +$88K | 0.33% | 59 |
|
|
2019
Q4 | $6.91M | Buy |
73,753
+13,966
| +23% | +$1.31M | 0.35% | 57 |
|
|
2019
Q3 | $5.31M | Buy |
59,787
+17,506
| +41% | +$1.55M | 0.31% | 75 |
|
|
2019
Q2 | $3.69M | Buy |
42,281
+37,495
| +783% | +$3.28M | 0.23% | 99 |
|
|
2019
Q1 | $410K | Sell |
4,786
-3,909
| -45% | -$335K | 0.03% | 358 |
|
|
2018
Q4 | $678K | Buy |
8,695
+1,957
| +29% | +$153K | 0.05% | 276 |
|
|
2018
Q3 | $587K | Sell |
6,738
-355
| -5% | -$30.9K | 0.04% | 307 |
|
|
2018
Q2 | $589K | Sell |
7,093
-1,350
| -16% | -$112K | 0.04% | 302 |
|
|
2018
Q1 | $696K | Sell |
8,443
-2,260
| -21% | -$186K | 0.05% | 282 |
|
|
2017
Q4 | $916K | Hold |
10,703
| – | – | 0.06% | 248 |
|
|
2017
Q3 | $868K | Sell |
10,703
-29,843
| -74% | -$2.42M | 0.06% | 249 |
|
|
2017
Q2 | $2.07M | Buy |
40,546
+29,429
| +265% | +$1.51M | 0.17% | 112 |
|
|
2017
Q1 | $863K | Buy |
+11,117
| New | +$863K | 0.07% | 200 |
|