Crewe 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 | $284K | Buy |
2,128
+1,237
| +139% | +$165K | 0.04% | 126 |
|
|
2025
Q1 | $115K | Hold |
891
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $114K | Sell |
891
-5
| -0.6% | -$638 | 0.02% | 195 |
|
|
2024
Q3 | $115K | Hold |
896
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $106K | Sell |
896
-6
| -0.7% | -$712 | 0.01% | 261 |
|
|
2024
Q1 | $109K | Sell |
902
-50
| -5% | -$6.05K | 0.01% | 261 |
|
|
2023
Q4 | $106K | Sell |
952
-471
| -33% | -$52.6K | 0.02% | 100 |
|
|
2023
Q3 | $147K | Sell |
1,423
-713
| -33% | -$73.7K | 0.03% | 83 |
|
|
2023
Q2 | $227K | Sell |
2,136
-622
| -23% | -$66K | 0.03% | 128 |
|
|
2023
Q1 | $291K | Buy |
2,758
+977
| +55% | +$103K | 0.04% | 123 |
|
|
2022
Q4 | $193K | Hold |
1,781
| – | – | 0.03% | 158 |
|
|
2022
Q3 | $169K | Hold |
1,781
| – | – | 0.03% | 166 |
|
|
2022
Q2 | $181K | Hold |
1,781
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $200K | Buy |
1,781
+606
| +52% | +$68.1K | 0.04% | 114 |
|
|
2021
Q4 | $132K | Hold |
1,175
| – | – | 0.03% | 116 |
|
|
2021
Q3 | $121K | Hold |
1,175
| – | – | 0.03% | 104 |
|
|
2021
Q2 | $123K | Hold |
1,175
| – | – | 0.03% | 105 |
|
|
2021
Q1 | $119K | Hold |
1,175
| – | – | 0.03% | 96 |
|
|
2020
Q4 | $108K | Hold |
1,175
| – | – | 0.04% | 94 |
|
|
2020
Q3 | $95K | Hold |
1,175
| – | – | 0.04% | 91 |
|
|
2020
Q2 | $93K | Hold |
1,175
| – | – | 0.05% | 79 |
|
|
2020
Q1 | $83K | Hold |
1,175
| – | – | 0.05% | 70 |
|
|
2019
Q4 | $110K | Hold |
1,175
| – | – | 0.05% | 76 |
|
|
2019
Q3 | $104K | Hold |
1,175
| – | – | 0.05% | 81 |
|
|
2019
Q2 | $103K | Hold |
1,175
| – | – | 0.03% | 111 |
|
|
2019
Q1 | $101K | Hold |
1,175
| – | – | 0.03% | 89 |
|
|
2018
Q4 | $92K | Buy |
+1,175
| New | +$92K | 0.03% | 83 |
|
|
2018
Q3 | – | Sell |
-1,675
| Closed | -$139K | – | 266 |
|
|
2018
Q2 | $139K | Hold |
1,675
| – | – | 0.13% | 61 |
|
|
2018
Q1 | $138K | Hold |
1,675
| – | – | 0.14% | 63 |
|
|
2017
Q4 | $143K | Buy |
+1,675
| New | +$143K | 0.14% | 60 |
|