Doyle 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
2022
Q3
$4.77M Buy
50,218
+289
+0.6% +$27.4K 0.41% 59
2022
Q2
$5.08M Buy
49,929
+12,048
+32% +$1.23M 0.41% 64
2022
Q1
$4.25M Buy
37,881
+1,915
+5% +$215K 0.31% 68
2021
Q4
$4.03M Buy
35,966
+3,684
+11% +$413K 0.29% 69
2021
Q3
$3.34M Buy
32,282
+4,608
+17% +$476K 0.27% 72
2021
Q2
$2.9M Sell
27,674
-1,660
-6% -$174K 0.24% 71
2021
Q1
$2.97M Sell
29,334
-1,706
-5% -$172K 0.28% 67
2020
Q4
$2.84M Sell
31,040
-1,810
-6% -$166K 0.29% 67
2020
Q3
$2.66M Sell
32,850
-2,342
-7% -$190K 0.31% 62
2020
Q2
$2.77M Sell
35,192
-6,398
-15% -$504K 0.37% 55
2020
Q1
$2.94M Buy
41,590
+6,815
+20% +$482K 0.47% 43
2019
Q4
$3.26M Buy
34,775
+1,852
+6% +$174K 0.41% 50
2019
Q3
$2.92M Buy
32,923
+1,809
+6% +$160K 0.4% 49
2019
Q2
$2.72M Buy
31,114
+2,696
+9% +$236K 0.38% 51
2019
Q1
$2.45M Buy
28,418
+1,425
+5% +$123K 0.36% 51
2018
Q4
$2.11M Buy
26,993
+525
+2% +$40.9K 0.36% 49
2018
Q3
$2.31M Buy
26,468
+762
+3% +$66.4K 0.36% 51
2018
Q2
$2.14M Buy
25,706
+94
+0.4% +$7.81K 0.35% 53
2018
Q1
$2.11M Buy
25,612
+1,362
+6% +$112K 0.36% 54
2017
Q4
$2.08M Buy
24,250
+738
+3% +$63.2K 0.35% 52
2017
Q3
$1.91M Sell
23,512
-259
-1% -$21K 0.33% 54
2017
Q2
$1.86M Buy
23,771
+704
+3% +$55K 0.34% 53
2017
Q1
$1.79M Buy
+23,067
New +$1.79M 0.37% 53