Claris Advisors’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 | – | Sell |
-4,900
| Closed | -$632K | – | 87 |
|
|
2025
Q1 | $632K | Hold |
4,900
| – | – | 0.24% | 39 |
|
|
2024
Q4 | $625K | Buy |
+4,900
| New | +$625K | 0.24% | 37 |
|
|
2023
Q1 | – | Sell |
-5,006
| Closed | -$542K | – | 52 |
|
|
2022
Q4 | $542K | Hold |
5,006
| – | – | 0.51% | 19 |
|
|
2022
Q3 | $475K | Hold |
5,006
| – | – | 0.55% | 13 |
|
|
2022
Q2 | $509K | Hold |
5,006
| – | – | 0.55% | 13 |
|
|
2022
Q1 | $562K | Buy |
5,006
+106
| +2% | +$11.9K | 0.6% | 12 |
|
|
2021
Q4 | $549K | Buy |
+4,900
| New | +$549K | 0.58% | 12 |
|