EWM
Empirical Wealth Management’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 | $10.1M | Buy |
75,798
+1,907
| +3% | +$254K | 0.23% | 89 |
|
|
2025
Q1 | $9.53M | Sell |
73,891
-3,994
| -5% | -$515K | 0.25% | 85 |
|
|
2024
Q4 | $9.94M | Buy |
77,885
+2,337
| +3% | +$298K | 0.27% | 77 |
|
|
2024
Q3 | $9.69M | Buy |
75,548
+491
| +0.7% | +$62.9K | 0.27% | 82 |
|
|
2024
Q2 | $8.9M | Buy |
75,057
+413
| +0.6% | +$49K | 0.26% | 75 |
|
|
2024
Q1 | $9.03M | Sell |
74,644
-856
| -1% | -$104K | 0.27% | 74 |
|
|
2023
Q4 | $8.43M | Buy |
75,500
+5,212
| +7% | +$582K | 0.28% | 70 |
|
|
2023
Q3 | $7.26M | Buy |
70,288
+1,629
| +2% | +$168K | 0.28% | 71 |
|
|
2023
Q2 | $7.28M | Buy |
68,659
+6,407
| +10% | +$680K | 0.29% | 70 |
|
|
2023
Q1 | $6.57M | Buy |
62,252
+3,700
| +6% | +$390K | 0.28% | 68 |
|
|
2022
Q4 | $6.34M | Buy |
58,552
+4,599
| +9% | +$498K | 0.3% | 67 |
|
|
2022
Q3 | $5.12M | Buy |
53,953
+5
| +0% | +$474 | 0.27% | 75 |
|
|
2022
Q2 | $5.49M | Buy |
53,948
+2,526
| +5% | +$257K | 0.29% | 64 |
|
|
2022
Q1 | $5.77M | Buy |
51,422
+1,875
| +4% | +$210K | 0.29% | 62 |
|
|
2021
Q4 | $5.56M | Buy |
49,547
+5,459
| +12% | +$612K | 0.28% | 64 |
|
|
2021
Q3 | $4.56M | Buy |
44,088
+61
| +0.1% | +$6.31K | 0.26% | 68 |
|
|
2021
Q2 | $4.61M | Buy |
44,027
+7,607
| +21% | +$797K | 0.28% | 61 |
|
|
2021
Q1 | $3.68M | Sell |
36,420
-2,105
| -5% | -$213K | 0.29% | 60 |
|
|
2020
Q4 | $3.53M | Sell |
38,525
-3,113
| -7% | -$285K | 0.27% | 55 |
|
|
2020
Q3 | $3.37M | Buy |
41,638
+301
| +0.7% | +$24.4K | 0.29% | 57 |
|
|
2020
Q2 | $3.26M | Sell |
41,337
-1,795
| -4% | -$141K | 0.3% | 52 |
|
|
2020
Q1 | $3.05M | Sell |
43,132
-7,785
| -15% | -$551K | 0.33% | 48 |
|
|
2019
Q4 | $4.77M | Buy |
50,917
+1,115
| +2% | +$104K | 0.52% | 33 |
|
|
2019
Q3 | $4.42M | Buy |
49,802
+7,277
| +17% | +$646K | 0.54% | 32 |
|
|
2019
Q2 | $3.72M | Buy |
42,525
+9,294
| +28% | +$812K | 0.48% | 33 |
|
|
2019
Q1 | $2.85M | Buy |
33,231
+3,790
| +13% | +$325K | 0.41% | 33 |
|
|
2018
Q4 | $2.3M | Sell |
29,441
-4,464
| -13% | -$348K | 0.39% | 40 |
|
|
2018
Q3 | $2.95M | Buy |
33,905
+914
| +3% | +$79.6K | 0.52% | 23 |
|
|
2018
Q2 | $2.74M | Sell |
32,991
-64
| -0.2% | -$5.32K | 0.51% | 25 |
|
|
2018
Q1 | $2.73M | Sell |
33,055
-2,261
| -6% | -$187K | 0.54% | 26 |
|
|
2017
Q4 | $3.02M | Sell |
35,316
-1,010
| -3% | -$86.5K | 0.65% | 25 |
|
|
2017
Q3 | $2.95M | Buy |
36,326
+3,504
| +11% | +$284K | 0.68% | 21 |
|
|
2017
Q2 | $2.57M | Buy |
32,822
+1,910
| +6% | +$149K | 0.62% | 21 |
|
|
2017
Q1 | $2.4M | Buy |
30,912
+5,757
| +23% | +$447K | 0.6% | 22 |
|
|
2016
Q4 | $1.91M | Buy |
25,155
+6,130
| +32% | +$464K | 0.47% | 30 |
|
|
2016
Q3 | $1.37M | Buy |
19,025
+4,313
| +29% | +$311K | 0.36% | 34 |
|
|
2016
Q2 | $1.05M | Sell |
14,712
-1,100
| -7% | -$78.6K | 0.28% | 45 |
|
|
2016
Q1 | $1.09M | Buy |
15,812
+724
| +5% | +$50K | 0.26% | 49 |
|
|
2015
Q4 | $1.01M | Buy |
15,088
+175
| +1% | +$11.7K | 0.25% | 49 |
|
|
2015
Q3 | $934K | Buy |
14,913
+4,988
| +50% | +$312K | 0.22% | 53 |
|
|
2015
Q2 | $668K | Sell |
9,925
-100
| -1% | -$6.73K | 0.16% | 64 |
|
|
2015
Q1 | $685K | Sell |
10,025
-760
| -7% | -$51.9K | 0.16% | 59 |
|
|
2014
Q4 | $741K | Sell |
10,785
-130
| -1% | -$8.93K | 0.18% | 59 |
|
|
2014
Q3 | $725K | Buy |
10,915
+7
| +0.1% | +$465 | 0.18% | 56 |
|
|
2014
Q2 | $723K | Buy |
10,908
+249
| +2% | +$16.5K | 0.18% | 53 |
|
|
2014
Q1 | $673K | Buy |
10,659
+906
| +9% | +$57.2K | 0.18% | 55 |
|
|
2013
Q4 | $608K | Sell |
9,753
-2,165
| -18% | -$135K | 0.17% | 56 |
|
|
2013
Q3 | $685K | Buy |
11,918
+882
| +8% | +$50.7K | 0.21% | 49 |
|
|
2013
Q2 | $622K | Buy |
+11,036
| New | +$622K | 0.21% | 48 |
|