EWM
Evermay 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 | $11.6M | Sell |
86,923
-117
| -0.1% | -$15.6K | 1.43% | 15 |
|
|
2025
Q1 | $11.2M | Sell |
87,040
-2,554
| -3% | -$329K | 1.47% | 11 |
|
|
2024
Q4 | $11.4M | Sell |
89,594
-1,365
| -2% | -$174K | 1.73% | 10 |
|
|
2024
Q3 | $11.7M | Sell |
90,959
-2,447
| -3% | -$314K | 1.87% | 8 |
|
|
2024
Q2 | $11.1M | Sell |
93,406
-419
| -0.4% | -$49.7K | 1.78% | 10 |
|
|
2024
Q1 | $11.4M | Buy |
93,825
+88,169
| +1,559% | +$10.7M | 1.71% | 10 |
|
|
2023
Q4 | $631K | Sell |
5,656
-158
| -3% | -$17.6K | 0.12% | 93 |
|
|
2023
Q3 | $601K | Buy |
5,814
+108
| +2% | +$11.2K | 0.12% | 85 |
|
|
2023
Q2 | $605K | Hold |
5,706
| – | – | 0.12% | 87 |
|
|
2023
Q1 | $602K | Sell |
5,706
-563
| -9% | -$59.4K | 0.12% | 84 |
|
|
2022
Q4 | $678K | Hold |
6,269
| – | – | 0.14% | 75 |
|
|
2022
Q3 | $595K | Buy |
6,269
+4,309
| +220% | +$409K | 0.12% | 79 |
|
|
2022
Q2 | $199K | Sell |
1,960
-1,052
| -35% | -$107K | 0.04% | 159 |
|
|
2022
Q1 | $338K | Buy |
3,012
+5
| +0.2% | +$561 | 0.06% | 146 |
|
|
2021
Q4 | $337K | Sell |
3,007
-44
| -1% | -$4.93K | 0.06% | 130 |
|
|
2021
Q3 | $315K | Buy |
3,051
+5
| +0.2% | +$516 | 0.06% | 127 |
|
|
2021
Q2 | $319K | Buy |
3,046
+11
| +0.4% | +$1.15K | 0.06% | 135 |
|
|
2021
Q1 | $307K | Sell |
3,035
-94
| -3% | -$9.51K | 0.06% | 140 |
|
|
2020
Q4 | $286K | Buy |
3,129
+305
| +11% | +$27.9K | 0.06% | 141 |
|
|
2020
Q3 | $229K | Buy |
+2,824
| New | +$229K | 0.06% | 146 |
|
|
2018
Q4 | – | Sell |
-3,060
| Closed | -$266K | – | 153 |
|
|
2018
Q3 | $266K | Sell |
3,060
-45
| -1% | -$3.91K | 0.08% | 117 |
|
|
2018
Q2 | $258K | Sell |
3,105
-380
| -11% | -$31.6K | 0.09% | 116 |
|
|
2018
Q1 | $287K | Sell |
3,485
-12,541
| -78% | -$1.03M | 0.1% | 105 |
|
|
2017
Q4 | $1.37M | Sell |
16,026
-5,033
| -24% | -$431K | 0.5% | 20 |
|
|
2017
Q3 | $1.71M | Sell |
21,059
-9,103
| -30% | -$738K | 0.74% | 15 |
|
|
2017
Q2 | $2.36M | Sell |
30,162
-9,106
| -23% | -$712K | 1.05% | 12 |
|
|
2017
Q1 | $3.05M | Sell |
39,268
-4,649
| -11% | -$361K | 1.37% | 11 |
|
|
2016
Q4 | $3.33M | Sell |
43,917
-2,188
| -5% | -$166K | 1.63% | 10 |
|
|
2016
Q3 | $3.33M | Sell |
46,105
-658
| -1% | -$47.5K | 1.67% | 11 |
|
|
2016
Q2 | $3.34M | Sell |
46,763
-1,249
| -3% | -$89.3K | 1.75% | 11 |
|
|
2016
Q1 | $3.32M | Buy |
48,012
+185
| +0.4% | +$12.8K | 1.86% | 10 |
|
|
2015
Q4 | $3.19M | Sell |
47,827
-26,027
| -35% | -$1.74M | 1.88% | 10 |
|
|
2015
Q3 | $4.63M | Buy |
73,854
+2,846
| +4% | +$178K | 2.77% | 10 |
|
|
2015
Q2 | $4.78M | Buy |
71,008
+83
| +0.1% | +$5.59K | 2.84% | 9 |
|
|
2015
Q1 | $4.84M | Sell |
70,925
-1,027
| -1% | -$70.1K | 2.86% | 10 |
|
|
2014
Q4 | $4.95M | Buy |
71,952
+2,973
| +4% | +$204K | 3.21% | 8 |
|
|
2014
Q3 | $4.58M | Buy |
68,979
+1,880
| +3% | +$125K | 3.93% | 6 |
|
|
2014
Q2 | $4.45M | Buy |
67,099
+504
| +0.8% | +$33.4K | 3.85% | 6 |
|
|
2014
Q1 | $4.2M | Buy |
66,595
+453
| +0.7% | +$28.6K | 4.48% | 4 |
|
|
2013
Q4 | $4.12M | Buy |
+66,142
| New | +$4.12M | 5.73% | 3 |
|