FAM
Formidable Asset 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 | $1.85M | Hold |
14,377
| – | – | 0.31% | 65 |
|
|
2025
Q1 | $1.85M | Sell |
14,377
-310
| -2% | -$40K | 0.31% | 65 |
|
|
2024
Q4 | $1.87M | Sell |
14,687
-2,331
| -14% | -$297K | 0.31% | 66 |
|
|
2024
Q3 | $2.18M | Sell |
17,018
-4,545
| -21% | -$583K | 0.35% | 56 |
|
|
2024
Q2 | $2.56M | Buy |
21,563
+4,475
| +26% | +$531K | 0.41% | 40 |
|
|
2024
Q1 | $2.07M | Sell |
17,088
-6,977
| -29% | -$844K | 0.34% | 59 |
|
|
2023
Q4 | $2.69M | Sell |
24,065
-6,307
| -21% | -$704K | 0.56% | 26 |
|
|
2023
Q3 | $3.14M | Sell |
30,372
-2,804
| -8% | -$290K | 0.7% | 23 |
|
|
2023
Q2 | $3.52M | Buy |
33,176
+260
| +0.8% | +$27.6K | 0.77% | 19 |
|
|
2023
Q1 | $3.49M | Sell |
32,916
-35,127
| -52% | -$3.72M | 0.74% | 21 |
|
|
2022
Q4 | $7.36M | Buy |
68,043
+131
| +0.2% | +$14.2K | 1.66% | 10 |
|
|
2022
Q3 | $7.07M | Sell |
67,912
-54
| -0.1% | -$5.62K | 1.64% | 12 |
|
|
2022
Q2 | $6.99M | Buy |
67,966
+14,277
| +27% | +$1.47M | 1.57% | 11 |
|
|
2022
Q1 | $6.03M | Buy |
53,689
+708
| +1% | +$79.5K | 1.16% | 16 |
|
|
2021
Q4 | $5.97M | Buy |
52,981
+1,088
| +2% | +$123K | 1.15% | 14 |
|
|
2021
Q3 | $5.36M | Sell |
51,893
-22,583
| -30% | -$2.33M | 1.01% | 16 |
|
|
2021
Q2 | $7.79M | Buy |
74,476
+1,244
| +2% | +$130K | 1.67% | 12 |
|
|
2021
Q1 | $7.43M | Buy |
73,232
+855
| +1% | +$86.7K | 1.62% | 9 |
|
|
2020
Q4 | $6.61M | Buy |
72,377
+2,590
| +4% | +$237K | 1.53% | 9 |
|
|
2020
Q3 | $5.65M | Buy |
69,787
+62,127
| +811% | +$5.03M | 1.65% | 8 |
|
|
2020
Q2 | $621K | Buy |
+7,660
| New | +$621K | 0.18% | 109 |
|
|
2020
Q1 | – | Sell |
-4,050
| Closed | -$382K | – | 280 |
|
|
2019
Q4 | $382K | Hold |
4,050
| – | – | 0.12% | 145 |
|
|
2019
Q3 | $357K | Hold |
4,050
| – | – | 0.33% | 56 |
|
|
2019
Q2 | $356K | Buy |
+4,050
| New | +$356K | 0.12% | 147 |
|
|
2017
Q4 | – | Sell |
-4,058
| Closed | -$329K | – | 199 |
|
|
2017
Q3 | $329K | Hold |
4,058
| – | – | 0.14% | 142 |
|
|
2017
Q2 | $317K | Hold |
4,058
| – | – | 0.16% | 113 |
|
|
2017
Q1 | $315K | Buy |
+4,058
| New | +$315K | 0.14% | 139 |
|