Collective Family Office’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 | $2.31M | Sell |
17,352
-139
| -0.8% | -$18.5K | 0.59% | 45 |
|
|
2025
Q1 | $2.26M | Sell |
17,491
-110
| -0.6% | -$14.2K | 0.61% | 42 |
|
|
2024
Q4 | $2.25M | Sell |
17,601
-229
| -1% | -$29.2K | 0.62% | 42 |
|
|
2024
Q3 | $2.29M | Buy |
17,830
+52
| +0.3% | +$6.67K | 0.62% | 40 |
|
|
2024
Q2 | $2.11M | Sell |
17,778
-199
| -1% | -$23.6K | 0.62% | 42 |
|
|
2024
Q1 | $2.18M | Hold |
17,977
| – | – | 0.71% | 37 |
|
|
2023
Q4 | $2.01M | Buy |
17,977
+2,397
| +15% | +$268K | 0.71% | 40 |
|
|
2023
Q3 | $1.61M | Sell |
15,580
-775
| -5% | -$80.1K | 0.63% | 46 |
|
|
2023
Q2 | $1.73M | Buy |
16,355
+269
| +2% | +$28.5K | 0.68% | 42 |
|
|
2023
Q1 | $1.7M | Sell |
16,086
-200
| -1% | -$21.1K | 0.7% | 42 |
|
|
2022
Q4 | $1.76M | Sell |
16,286
-1,250
| -7% | -$135K | 0.79% | 37 |
|
|
2022
Q3 | $1.66M | Sell |
17,536
-1,960
| -10% | -$186K | 0.83% | 37 |
|
|
2022
Q2 | $1.98M | Sell |
19,496
-2,431
| -11% | -$247K | 0.86% | 38 |
|
|
2022
Q1 | $2.46M | Buy |
21,927
+1,973
| +10% | +$221K | 0.94% | 30 |
|
|
2021
Q4 | $2.24M | Buy |
19,954
+1,908
| +11% | +$214K | 0.88% | 32 |
|
|
2021
Q3 | $1.87M | Sell |
18,046
-500
| -3% | -$51.7K | 0.8% | 32 |
|
|
2021
Q2 | $1.94M | Buy |
18,546
+5,563
| +43% | +$583K | 0.83% | 32 |
|
|
2021
Q1 | $1.31M | Sell |
12,983
-773
| -6% | -$78.1K | 0.64% | 44 |
|
|
2020
Q4 | $1.26M | Buy |
+13,756
| New | +$1.26M | 0.7% | 41 |
|