Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $508K | Hold |
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|
2024
Q3 | $510K | Hold |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $482K | Sell |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $417K | Hold |
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|
2022
Q4 | $428K | Hold |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $326K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $331K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $19K | Hold |
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|
2017
Q2 | $18K | Hold |
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|
2017
Q1 | $18K | Sell |
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|
2016
Q4 | $170K | Hold |
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|
2016
Q3 | $163K | Sell |
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|
2016
Q2 | $177K | Buy |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $31K | Hold |
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|
2015
Q3 | $29K | Sell |
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|
2015
Q2 | $219K | Buy |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $30K | Hold |
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|
2014
Q2 | $30K | Hold |
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|
2014
Q1 | $29K | Hold |
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|
2013
Q4 | $29K | Hold |
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|
2013
Q3 | $26K | Sell |
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|
2013
Q2 | $67K | Buy |
|