Clifford Swan Investment Counsel’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 | $263K | Hold |
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|
2025
Q2 | $249K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $228K | Hold |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $355K | Buy |
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|
2019
Q3 | $319K | Hold |
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|
2019
Q2 | $314K | Sell |
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|
2019
Q1 | $428K | Buy |
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|
2018
Q4 | $285K | Buy |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $365K | Buy |
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|
2017
Q3 | $337K | Hold |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $300K | Buy |
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|
2016
Q4 | $285K | Buy |
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|
2016
Q3 | $264K | Buy |
|