Destination Wealth Management’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 | $626K | Sell |
4,698
-321
| -6% | -$42.8K | 0.02% | 157 |
|
|
2025
Q1 | $647K | Sell |
5,019
-4
| -0.1% | -$516 | 0.02% | 144 |
|
|
2024
Q4 | $641K | Buy |
5,023
+1,622
| +48% | +$207K | 0.02% | 140 |
|
|
2024
Q3 | $436K | Sell |
3,401
-150
| -4% | -$19.2K | 0.01% | 170 |
|
|
2024
Q2 | $421K | Buy |
3,551
+902
| +34% | +$107K | 0.01% | 155 |
|
|
2024
Q1 | $321K | Hold |
2,649
| – | – | 0.01% | 168 |
|
|
2023
Q4 | $296K | Hold |
2,649
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $274K | Buy |
2,649
+557
| +27% | +$57.5K | 0.01% | 171 |
|
|
2023
Q2 | $222K | Hold |
2,092
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $221K | Sell |
2,092
-96
| -4% | -$10.1K | 0.01% | 193 |
|
|
2022
Q4 | $237K | Buy |
+2,188
| New | +$237K | 0.01% | 182 |
|
|
2020
Q2 | – | Sell |
-5,001
| Closed | -$354K | – | 166 |
|
|
2020
Q1 | $354K | Sell |
5,001
-957
| -16% | -$67.7K | 0.02% | 134 |
|
|
2019
Q4 | $558K | Buy |
+5,958
| New | +$558K | 0.03% | 113 |
|
|
2019
Q3 | – | Sell |
-346
| Closed | -$30K | – | 504 |
|
|
2019
Q2 | $30K | Hold |
346
| – | – | ﹤0.01% | 341 |
|
|
2019
Q1 | $30K | Sell |
346
-857
| -71% | -$74.3K | ﹤0.01% | 346 |
|
|
2018
Q4 | $94K | Buy |
+1,203
| New | +$94K | 0.01% | 187 |
|