Certified Advisory Corp’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 | $14.4M | Buy |
108,006
+15,607
| +17% | +$2.08M | 1.5% | 13 |
|
|
2025
Q1 | $11.9M | Buy |
92,399
+7,476
| +9% | +$964K | 1.35% | 16 |
|
|
2024
Q4 | $10.8M | Buy |
84,923
+1,111
| +1% | +$142K | 1.18% | 20 |
|
|
2024
Q3 | $10.7M | Buy |
83,812
+2,595
| +3% | +$333K | 1.19% | 20 |
|
|
2024
Q2 | $9.63M | Buy |
81,217
+892
| +1% | +$106K | 1.21% | 21 |
|
|
2024
Q1 | $9.72M | Sell |
80,325
-7,613
| -9% | -$921K | 1.36% | 14 |
|
|
2023
Q4 | $9.82M | Sell |
87,938
-24,787
| -22% | -$2.77M | 1.49% | 14 |
|
|
2023
Q3 | $10.8M | Buy |
112,725
+6,996
| +7% | +$673K | 1.99% | 8 |
|
|
2023
Q2 | $11.2M | Sell |
105,729
-2,954
| -3% | -$313K | 2.06% | 9 |
|
|
2023
Q1 | $11.5M | Buy |
108,683
+8,907
| +9% | +$940K | 2.04% | 9 |
|
|
2022
Q4 | $10.8M | Buy |
99,776
+10,846
| +12% | +$1.17M | 2.13% | 8 |
|
|
2022
Q3 | $8.44M | Buy |
88,930
+25,019
| +39% | +$2.37M | 1.93% | 10 |
|
|
2022
Q2 | $6.5M | Buy |
63,911
+15,697
| +33% | +$1.6M | 1.45% | 15 |
|
|
2022
Q1 | $5.41M | Sell |
48,214
-208
| -0.4% | -$23.3K | 1.15% | 23 |
|
|
2021
Q4 | $5.43M | Buy |
48,422
+787
| +2% | +$88.2K | 1.2% | 18 |
|
|
2021
Q3 | $4.92M | Buy |
47,635
+2,701
| +6% | +$279K | 1.2% | 19 |
|
|
2021
Q2 | $4.71M | Sell |
44,934
-2,716
| -6% | -$285K | 1.18% | 19 |
|
|
2021
Q1 | $4.82M | Buy |
+47,650
| New | +$4.82M | 1.25% | 16 |
|
|
2020
Q2 | $3.33M | Buy |
42,253
+23,956
| +131% | +$1.89M | 1.1% | 19 |
|
|
2020
Q1 | $1.3M | Buy |
18,297
+1,854
| +11% | +$131K | 0.51% | 45 |
|
|
2019
Q4 | $1.54M | Buy |
16,443
+1,072
| +7% | +$100K | 0.49% | 49 |
|
|
2019
Q3 | $1.36M | Buy |
15,371
+777
| +5% | +$69K | 0.47% | 52 |
|
|
2019
Q2 | $1.28M | Buy |
14,594
+1,667
| +13% | +$146K | 0.47% | 52 |
|
|
2019
Q1 | $1.11M | Sell |
12,927
-1,196
| -8% | -$102K | 0.47% | 54 |
|
|
2018
Q4 | $1.1M | Buy |
14,123
+1,858
| +15% | +$145K | 0.57% | 43 |
|
|
2018
Q3 | $1.07M | Buy |
12,265
+483
| +4% | +$42.1K | 0.49% | 49 |
|
|
2018
Q2 | $978K | Buy |
11,782
+195
| +2% | +$16.2K | 0.54% | 52 |
|
|
2018
Q1 | $955K | Sell |
11,587
-308
| -3% | -$25.4K | 0.57% | 49 |
|
|
2017
Q4 | $1.02M | Buy |
+11,895
| New | +$1.02M | 0.73% | 37 |
|