EP Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
99,601
+15,343
| +18% | +$2.05M | 0.09% | 158 |
|
|
2025
Q1 | $10.9M | Buy |
84,258
+16,628
| +25% | +$2.14M | 0.09% | 144 |
|
|
2024
Q4 | $8.63M | Buy |
67,630
+2,073
| +3% | +$264K | 0.07% | 159 |
|
|
2024
Q3 | $8.4M | Buy |
65,557
+7,884
| +14% | +$1.01M | 0.07% | 166 |
|
|
2024
Q2 | $6.84M | Sell |
57,673
-5,125
| -8% | -$608K | 0.07% | 150 |
|
|
2024
Q1 | $7.6M | Buy |
62,798
+1,878
| +3% | +$227K | 0.09% | 128 |
|
|
2023
Q4 | $6.8M | Buy |
60,920
+41,074
| +207% | +$4.59M | 0.09% | 134 |
|
|
2023
Q3 | $2.05M | Sell |
19,846
-33,511
| -63% | -$3.46M | 0.03% | 236 |
|
|
2023
Q2 | $2.14M | Sell |
53,357
-19,273
| -27% | -$775K | 0.03% | 226 |
|
|
2023
Q1 | $4.01M | Buy |
72,630
+49,989
| +221% | +$2.76M | 0.07% | 157 |
|
|
2022
Q4 | $2.45M | Sell |
22,641
-1,314
| -5% | -$142K | 0.04% | 202 |
|
|
2022
Q3 | $2.27M | Buy |
23,955
+7,732
| +48% | +$734K | 0.05% | 182 |
|
|
2022
Q2 | $1.65M | Buy |
16,223
+554
| +4% | +$56.3K | 0.04% | 212 |
|
|
2022
Q1 | $1.76M | Buy |
15,669
+2,979
| +23% | +$334K | 0.04% | 211 |
|
|
2021
Q4 | $1.42M | Buy |
12,690
+600
| +5% | +$67.3K | 0.03% | 218 |
|
|
2021
Q3 | $1.25M | Buy |
12,090
+374
| +3% | +$38.6K | 0.03% | 215 |
|
|
2021
Q2 | $1.23M | Sell |
11,716
-2,586
| -18% | -$271K | 0.03% | 227 |
|
|
2021
Q1 | $1.45M | Buy |
14,302
+6,576
| +85% | +$665K | 0.05% | 198 |
|
|
2020
Q4 | $707K | Buy |
7,726
+157
| +2% | +$14.4K | 0.02% | 219 |
|
|
2020
Q3 | $613K | Buy |
+7,569
| New | +$613K | 0.03% | 210 |
|
|
2020
Q2 | – | Sell |
-9,813
| Closed | -$694K | – | 219 |
|
|
2020
Q1 | $694K | Buy |
9,813
+1,992
| +25% | +$141K | 0.03% | 219 |
|
|
2019
Q4 | $733K | Buy |
+7,821
| New | +$733K | 0.03% | 227 |
|