Everhart Financial Group’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 | $218K | Sell |
1,638
-3
| -0.2% | -$400 | 0.03% | 325 |
|
|
2025
Q1 | $212K | Hold |
1,641
| – | – | 0.03% | 314 |
|
|
2024
Q4 | $209K | Sell |
1,641
-5
| -0.3% | -$638 | 0.04% | 300 |
|
|
2024
Q3 | $211K | Buy |
+1,646
| New | +$211K | 0.05% | 308 |
|
|
2023
Q3 | – | Sell |
-5,634
| Closed | -$490K | – | 231 |
|
|
2023
Q2 | $490K | Buy |
5,634
+1,013
| +22% | +$88.1K | 0.2% | 98 |
|
|
2023
Q1 | $487K | Sell |
4,621
-962
| -17% | -$101K | 0.22% | 90 |
|
|
2022
Q4 | $496K | Sell |
5,583
-17
| -0.3% | -$1.51K | 0.25% | 86 |
|
|
2022
Q3 | $532K | Sell |
5,600
-1,000
| -15% | -$95K | 0.29% | 68 |
|
|
2022
Q2 | $671K | Buy |
6,600
+31
| +0.5% | +$3.15K | 0.41% | 49 |
|
|
2022
Q1 | $737K | Buy |
6,569
+350
| +6% | +$39.3K | 0.43% | 49 |
|
|
2021
Q4 | $697K | Buy |
6,219
+312
| +5% | +$35K | 0.42% | 49 |
|
|
2021
Q3 | $611K | Buy |
+5,907
| New | +$611K | 0.42% | 47 |
|