Exencial Wealth Advisors’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
Q3 | $20.6M | Sell |
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|
2025
Q2 | $19.8M | Buy |
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|
2025
Q1 | $18.8M | Buy |
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|
2024
Q4 | $18.5M | Sell |
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|
2024
Q3 | $19M | Buy |
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|
2024
Q2 | $17.5M | Buy |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $461K | Buy |
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|
2017
Q2 | $436K | Sell |
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|
2017
Q1 | $432K | Hold |
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|
2016
Q4 | $427K | Hold |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $535K | Sell |
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|
2016
Q1 | $551K | Buy |
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|
2015
Q4 | $486K | Sell |
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|
2015
Q3 | $532K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $950K | Hold |
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|
2014
Q4 | $936K | Hold |
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|
2014
Q3 | $907K | Hold |
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|
2014
Q2 | $911K | Buy |
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|
2014
Q1 | $847K | Buy |
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|
2013
Q4 | $827K | Buy |
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|
2013
Q3 | $809K | Buy |
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|
2013
Q2 | $786K | Buy |
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