Charter Oak Capital Management’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
Q3 | $2M | Buy |
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|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $227K | Buy |
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