Elevated Capital Advisors’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 | $262K | Hold |
2,033
| – | – | 0.07% | 233 |
|
|
2025
Q1 | $262K | Hold |
2,033
| – | – | 0.07% | 233 |
|
|
2024
Q4 | $259K | Buy |
2,033
+200
| +11% | +$25.5K | 0.07% | 238 |
|
|
2024
Q3 | $235K | Buy |
1,833
+80
| +5% | +$10.3K | 0.06% | 252 |
|
|
2024
Q2 | $208K | Hold |
1,753
| – | – | 0.06% | 224 |
|
|
2024
Q1 | $212K | Buy |
+1,753
| New | +$212K | 0.06% | 173 |
|
|
2023
Q3 | – | Sell |
-1,939
| Closed | -$206K | – | 184 |
|
|
2023
Q2 | $206K | Hold |
1,939
| – | – | 0.07% | 176 |
|
|
2023
Q1 | $205K | Hold |
1,939
| – | – | 0.07% | 168 |
|
|
2022
Q4 | $210K | Buy |
+1,939
| New | +$210K | 0.08% | 153 |
|
|
2022
Q1 | $218K | Buy |
+1,939
| New | +$218K | 0.07% | 169 |
|
|
2021
Q1 | – | Sell |
-2,883
| Closed | -$264K | – | 181 |
|
|
2020
Q4 | $264K | Buy |
+2,883
| New | +$264K | 0.11% | 159 |
|