Curran Financial Partners’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 | $5.93M | Sell |
44,458
-23,830
| -35% | -$3.18M | 1.31% | 22 |
|
|
2025
Q1 | $8.81M | Buy |
68,288
+24,600
| +56% | +$3.17M | 2.16% | 15 |
|
|
2024
Q4 | $5.57M | Buy |
43,688
+8,710
| +25% | +$1.11M | 1.46% | 24 |
|
|
2024
Q3 | $4.48M | Buy |
34,978
+892
| +3% | +$114K | 1.27% | 27 |
|
|
2024
Q2 | $4.04M | Buy |
34,086
+252
| +0.7% | +$29.9K | 1.35% | 25 |
|
|
2024
Q1 | $4.09M | Sell |
33,834
-3,866
| -10% | -$468K | 1.42% | 25 |
|
|
2023
Q4 | $4.22M | Sell |
37,700
-15,923
| -30% | -$1.78M | 1.62% | 24 |
|
|
2023
Q3 | $5.54M | Buy |
53,623
+13,658
| +34% | +$1.41M | 2.42% | 13 |
|
|
2023
Q2 | $4.24M | Sell |
39,965
-15,949
| -29% | -$1.69M | 1.84% | 20 |
|
|
2023
Q1 | $5.9M | Buy |
55,914
+10,055
| +22% | +$1.06M | 2.8% | 11 |
|
|
2022
Q4 | $4.96M | Sell |
45,859
-69,172
| -60% | -$7.49M | 2.39% | 14 |
|
|
2022
Q3 | $10.9M | Sell |
115,031
-24,436
| -18% | -$2.32M | 5.54% | 5 |
|
|
2022
Q2 | $14.2M | Buy |
139,467
+66,125
| +90% | +$6.73M | 6.69% | 5 |
|
|
2022
Q1 | $8.23M | Sell |
73,342
-48,055
| -40% | -$5.39M | 3.38% | 8 |
|
|
2021
Q4 | $13.6M | Buy |
121,397
+25,634
| +27% | +$2.87M | 5.78% | 7 |
|
|
2021
Q3 | $9.9M | Buy |
95,763
+16,363
| +21% | +$1.69M | 5.06% | 7 |
|
|
2021
Q2 | $8.32M | Buy |
79,400
+2,788
| +4% | +$292K | 4.57% | 7 |
|
|
2021
Q1 | $7.75M | Buy |
76,612
+31,924
| +71% | +$3.23M | 5.56% | 5 |
|
|
2020
Q4 | $4.09M | Buy |
+44,688
| New | +$4.09M | 3.5% | 10 |
|