Crewe Advisors’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
Q2 | $284K | Buy |
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|
2025
Q1 | $115K | Hold |
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|
2024
Q4 | $114K | Sell |
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|
2024
Q3 | $115K | Hold |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $147K | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $193K | Hold |
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|
2022
Q3 | $169K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $132K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $83K | Hold |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $104K | Hold |
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|
2019
Q2 | $103K | Hold |
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|
2019
Q1 | $101K | Hold |
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|
2018
Q4 | $92K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $138K | Hold |
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|
2017
Q4 | $143K | Buy |
|