Consolidated Portfolio Review 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
$7.39M Sell
55,411
-773
-1% -$103K 1.02% 14
2025
Q1
$7.25M Sell
56,184
-29
-0.1% -$3.74K 1.16% 15
2024
Q4
$7.17M Buy
56,213
+18,785
+50% +$2.4M 1.14% 15
2024
Q3
$4.8M Buy
37,428
+406
+1% +$52K 1.07% 17
2024
Q2
$4.39M Buy
37,022
+6,156
+20% +$730K 1.02% 20
2024
Q1
$3.73M Sell
30,866
-5,171
-14% -$626K 0.98% 21
2023
Q4
$4.02M Sell
36,037
-3,308
-8% -$369K 0.92% 21
2023
Q3
$4.07M Sell
39,345
-7,403
-16% -$765K 0.99% 20
2023
Q2
$4.96M Sell
46,748
-2,321
-5% -$246K 1.18% 13
2023
Q1
$5.18M Buy
+49,069
New +$5.18M 1.4% 13