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Disciplined Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
3,000
+3
+0.1% +$400 0.17% 93
2025
Q1
$386K Buy
2,997
+4
+0.1% +$516 0.18% 93
2024
Q4
$382K Buy
2,993
+3
+0.1% +$383 0.19% 93
2024
Q3
$383K Buy
2,990
+4
+0.1% +$513 0.19% 89
2024
Q2
$354K Buy
2,986
+4
+0.1% +$474 0.19% 92
2024
Q1
$361K Sell
2,982
-182
-6% -$22K 0.2% 88
2023
Q4
$353K Buy
3,164
+4
+0.1% +$447 0.21% 84
2023
Q3
$326K Sell
3,160
-33
-1% -$3.41K 0.2% 92
2023
Q2
$339K Buy
3,193
+42
+1% +$4.46K 0.18% 95
2023
Q1
$332K Sell
3,151
-69
-2% -$7.28K 0.14% 108
2022
Q4
$348K Sell
3,220
-345
-10% -$37.3K 0.17% 95
2022
Q3
$338K Buy
3,565
+1
+0% +$95 0.16% 102
2022
Q2
$362K Buy
3,564
+95
+3% +$9.65K 0.16% 99
2022
Q1
$389K Sell
3,469
-76
-2% -$8.52K 0.16% 96
2021
Q4
$397K Buy
3,545
+151
+4% +$16.9K 0.18% 90
2021
Q3
$351K Buy
3,394
+384
+13% +$39.7K 0.17% 90
2021
Q2
$315K Sell
3,010
-703
-19% -$73.6K 0.16% 98
2021
Q1
$375K Sell
3,713
-188
-5% -$19K 0.22% 85
2020
Q4
$357K Buy
3,901
+711
+22% +$65.1K 0.24% 73
2020
Q3
$258K Buy
3,190
+1,807
+131% +$146K 0.19% 80
2020
Q2
$109K Buy
1,383
+77
+6% +$6.07K 0.08% 116
2020
Q1
$92K Buy
1,306
+591
+83% +$41.6K 0.09% 116
2019
Q4
$67K Buy
+715
New +$67K 0.06% 144