Everett Harris & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.72M | Sell |
31,901
-781
| -2% | -$117K | 0.06% | 82 |
|
|
2025
Q4 | $4.69M | Buy |
32,682
+1,799
| +6% | +$256K | 0.06% | 85 |
|
|
2025
Q3 | $4.35M | Sell |
30,883
-468
| -1% | -$64.3K | 0.05% | 80 |
|
|
2025
Q2 | $4.18M | Sell |
31,351
-2,641
| -8% | -$335K | 0.05% | 82 |
|
|
2025
Q1 | $4.38M | Sell |
33,992
-345
| -1% | -$45.2K | 0.06% | 78 |
|
|
2024
Q4 | $4.38M | Buy |
34,337
+221
| +0.6% | +$28.8K | 0.06% | 77 |
|
|
2024
Q3 | $4.37M | Sell |
34,116
-298
| -0.9% | -$36.8K | 0.05% | 76 |
|
|
2024
Q2 | $4.08M | Buy |
34,414
+806
| +2% | +$95.6K | 0.05% | 78 |
|
|
2024
Q1 | $4.07M | Sell |
33,608
-3,427
| -9% | -$393K | 0.05% | 77 |
|
|
2023
Q4 | $4.13M | Buy |
37,035
+208
| +0.6% | +$21.9K | 0.06% | 74 |
|
|
2023
Q3 | $3.8M | Buy |
36,827
+553
| +2% | +$59.3K | 0.06% | 76 |
|
|
2023
Q2 | $3.85M | Buy |
36,274
+230
| +0.6% | +$24.1K | 0.06% | 78 |
|
|
2023
Q1 | $3.8M | Sell |
36,044
-1,001
| -3% | -$108K | 0.06% | 74 |
|
|
2022
Q4 | $4.01M | Buy |
37,045
+1,139
| +3% | +$121K | 0.07% | 72 |
|
|
2022
Q3 | $3.41M | Buy |
35,906
+694
| +2% | +$72.2K | 0.06% | 72 |
|
|
2022
Q2 | $3.58M | Buy |
35,212
+1,403
| +4% | +$152K | 0.06% | 76 |
|
|
2022
Q1 | $3.79M | Buy |
33,809
+403
| +1% | +$44.9K | 0.05% | 81 |
|
|
2021
Q4 | $3.75M | Buy |
33,406
+1,279
| +4% | +$139K | 0.05% | 82 |
|
|
2021
Q3 | $3.32M | Buy |
32,127
+4,559
| +17% | +$482K | 0.05% | 81 |
|
|
2021
Q2 | $2.89M | Buy |
27,568
+9,548
| +53% | +$1M | 0.05% | 84 |
|
|
2021
Q1 | $1.82M | Buy |
18,020
+9,560
| +113% | +$922K | 0.03% | 100 |
|
|
2020
Q4 | $774K | Buy |
+8,460
| New | +$735K | 0.01% | 143 |
|
Other funds holding VYM
