Efficient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,093
| Closed | -$268K | – | 68 |
|
|
2024
Q3 | $268K | Sell |
2,093
-8
| -0.4% | -$988 | 0.02% | 64 |
|
|
2024
Q2 | $249K | Sell |
2,101
-87
| -4% | -$10.3K | 0.02% | 64 |
|
|
2024
Q1 | $265K | Sell |
2,188
-156
| -7% | -$17.9K | 0.02% | 67 |
|
|
2023
Q4 | $262K | Buy |
2,344
+12
| +0.5% | +$1.26K | 0.02% | 64 |
|
|
2023
Q3 | $241K | Sell |
2,332
-88
| -4% | -$9.44K | 0.02% | 67 |
|
|
2023
Q2 | $257K | Sell |
2,420
-39
| -2% | -$4.09K | 0.02% | 67 |
|
|
2023
Q1 | $259K | Buy |
2,459
+8
| +0.3% | +$860 | 0.02% | 65 |
|
|
2022
Q4 | $265K | Sell |
2,451
-1,106
| -31% | -$118K | 0.03% | 60 |
|
|
2022
Q3 | $337K | Buy |
3,557
+745
| +26% | +$77.5K | 0.03% | 57 |
|
|
2022
Q2 | $286K | Sell |
2,812
-111
| -4% | -$12K | 0.02% | 54 |
|
|
2022
Q1 | $328K | Sell |
2,923
-145
| -5% | -$16.2K | 0.03% | 53 |
|
|
2021
Q4 | $344K | Sell |
3,068
-182
| -6% | -$19.8K | 0.02% | 55 |
|
|
2021
Q3 | $336K | Sell |
3,250
-294
| -8% | -$31.1K | 0.03% | 55 |
|
|
2021
Q2 | $371K | Sell |
3,544
-102
| -3% | -$10.7K | 0.05% | 56 |
|
|
2021
Q1 | $369K | Sell |
3,646
-2,574
| -41% | -$248K | 0.05% | 56 |
|
|
2020
Q4 | $569K | Sell |
6,220
-1,264
| -17% | -$110K | 0.09% | 55 |
|
|
2020
Q3 | $606K | Sell |
7,484
-178
| -2% | -$14.6K | 0.11% | 44 |
|
|
2020
Q2 | $604K | Buy |
7,662
+932
| +14% | +$72.5K | 0.11% | 43 |
|
|
2020
Q1 | $476K | Sell |
6,730
-244
| -3% | -$21K | 0.1% | 47 |
|
|
2019
Q4 | $654K | Buy |
6,974
+20
| +0.3% | +$1.81K | 0.11% | 44 |
|
|
2019
Q3 | $617K | Sell |
6,954
-94
| -1% | -$8.23K | 0.11% | 46 |
|
|
2019
Q2 | $616K | Sell |
7,048
-1,045
| -13% | -$90.4K | 0.11% | 43 |
|
|
2019
Q1 | $693K | Buy |
8,093
+311
| +4% | +$26K | 0.12% | 42 |
|
|
2018
Q4 | $607K | Sell |
7,782
-487
| -6% | -$40.6K | 0.11% | 41 |
|
|
2018
Q3 | $720K | Sell |
8,269
-72
| -0.9% | -$6.23K | 0.12% | 39 |
|
|
2018
Q2 | $693K | Buy |
8,341
+21
| +0.3% | +$1.76K | 0.12% | 39 |
|
|
2018
Q1 | $686K | Buy |
8,320
+23
| +0.3% | +$1.98K | 0.12% | 39 |
|
|
2017
Q4 | $710K | Buy |
8,297
+624
| +8% | +$52.2K | 0.12% | 40 |
|
|
2017
Q3 | $622K | Buy |
7,673
+22
| +0.3% | +$1.75K | 0.11% | 41 |
|
|
2017
Q2 | $598K | Sell |
7,651
-573
| -7% | -$44.6K | 0.09% | 48 |
|
|
2017
Q1 | $639K | Sell |
8,224
-156
| -2% | -$12K | 0.09% | 48 |
|
|
2016
Q4 | $635K | Sell |
8,380
-531
| -6% | -$39K | 0.09% | 50 |
|
|
2016
Q3 | $643K | Sell |
8,911
-185
| -2% | -$13.4K | 0.09% | 52 |
|
|
2016
Q2 | $650K | Hold |
9,096
| – | – | 0.1% | 55 |
|
|
2016
Q1 | $628K | Buy |
9,096
+1,190
| +15% | +$77.9K | 0.11% | 50 |
|
|
2015
Q4 | $528K | Buy |
7,906
+364
| +5% | +$24.4K | 0.12% | 36 |
|
|
2015
Q3 | $472K | Buy |
7,542
+143
| +2% | +$9.41K | 0.11% | 39 |
|
|
2015
Q2 | $498K | Buy |
+7,399
| New | +$513K | 0.1% | 37 |
|
Other funds holding VYM
SLI
