Financial Advocates Investment Management’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 | $1.89M | Sell |
14,207
-10,356
| -42% | -$1.38M | 0.15% | 133 |
|
2025
Q1 | $3.17M | Buy |
24,563
+305
| +1% | +$39.3K | 0.22% | 103 |
|
2024
Q4 | $3.1M | Sell |
24,258
-3,813
| -14% | -$487K | 0.18% | 131 |
|
2024
Q3 | $3.6M | Sell |
28,071
-964
| -3% | -$124K | 0.2% | 109 |
|
2024
Q2 | $3.44M | Sell |
29,035
-3,452
| -11% | -$409K | 0.21% | 104 |
|
2024
Q1 | $3.93M | Sell |
32,487
-1,095
| -3% | -$132K | 0.23% | 101 |
|
2023
Q4 | $3.75M | Sell |
33,582
-1,232
| -4% | -$138K | 0.25% | 97 |
|
2023
Q3 | $3.6M | Buy |
34,814
+1,628
| +5% | +$168K | 0.26% | 94 |
|
2023
Q2 | $3.52M | Sell |
33,186
-728
| -2% | -$77.2K | 0.25% | 100 |
|
2023
Q1 | $3.58M | Buy |
33,914
+3,388
| +11% | +$357K | 0.26% | 89 |
|
2022
Q4 | $3.3M | Sell |
30,526
-1,536
| -5% | -$166K | 0.25% | 100 |
|
2022
Q3 | $2.92M | Sell |
32,062
-341
| -1% | -$31.1K | 0.24% | 111 |
|
2022
Q2 | $3.3M | Sell |
32,403
-2,935
| -8% | -$298K | 0.27% | 94 |
|
2022
Q1 | $3.97M | Sell |
35,338
-403
| -1% | -$45.2K | 0.26% | 95 |
|
2021
Q4 | $4.01M | Sell |
35,741
-3,219
| -8% | -$361K | 0.25% | 92 |
|
2021
Q3 | $4.03M | Buy |
38,960
+929
| +2% | +$96K | 0.27% | 94 |
|
2021
Q2 | $3.99M | Sell |
38,031
-3,447
| -8% | -$361K | 0.27% | 81 |
|
2021
Q1 | $4.19M | Sell |
41,478
-237
| -0.6% | -$24K | 0.3% | 67 |
|
2020
Q4 | $3.82M | Sell |
41,715
-2,691
| -6% | -$246K | 0.26% | 84 |
|
2020
Q3 | $3.59M | Sell |
44,406
-212
| -0.5% | -$17.2K | 0.31% | 70 |
|
2020
Q2 | $3.52M | Buy |
44,618
+6,289
| +16% | +$495K | 0.33% | 69 |
|
2020
Q1 | $2.71M | Sell |
38,329
-5,612
| -13% | -$397K | 0.39% | 66 |
|
2019
Q4 | $4.12M | Buy |
43,941
+1,169
| +3% | +$110K | 0.44% | 54 |
|
2019
Q3 | $3.8M | Buy |
42,772
+607
| +1% | +$53.9K | 0.43% | 55 |
|
2019
Q2 | $3.68M | Buy |
42,165
+402
| +1% | +$35.1K | 0.43% | 55 |
|
2019
Q1 | $3.58M | Sell |
41,763
-2,355
| -5% | -$202K | 0.44% | 56 |
|
2018
Q4 | $3.44M | Sell |
44,118
-2,134
| -5% | -$166K | 0.47% | 52 |
|
2018
Q3 | $4.03M | Buy |
46,252
+2,485
| +6% | +$216K | 0.45% | 52 |
|
2018
Q2 | $3.63M | Buy |
43,767
+15,498
| +55% | +$1.29M | 0.44% | 57 |
|
2018
Q1 | $2.33M | Sell |
28,269
-2,333
| -8% | -$192K | 0.3% | 82 |
|
2017
Q4 | $2.62M | Buy |
+30,602
| New | +$2.62M | 0.36% | 67 |
|