Founders Financial Securities’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 | $1.75M | Sell |
13,121
-42
| -0.3% | -$5.6K | 0.13% | 154 |
|
|
2025
Q1 | $1.63M | Buy |
13,163
+1,551
| +13% | +$192K | 0.14% | 143 |
|
|
2024
Q4 | $1.48M | Sell |
11,612
-639
| -5% | -$81.5K | 0.13% | 138 |
|
|
2024
Q3 | $1.57M | Sell |
12,251
-3,568
| -23% | -$457K | 0.14% | 128 |
|
|
2024
Q2 | $1.88M | Buy |
15,819
+2,029
| +15% | +$241K | 0.18% | 114 |
|
|
2024
Q1 | $1.67M | Buy |
13,790
+335
| +2% | +$40.5K | 0.18% | 115 |
|
|
2023
Q4 | $1.5M | Buy |
13,455
+2,117
| +19% | +$236K | 0.17% | 116 |
|
|
2023
Q3 | $1.17M | Buy |
11,338
+639
| +6% | +$66K | 0.15% | 120 |
|
|
2023
Q2 | $1.13M | Sell |
10,699
-357
| -3% | -$37.9K | 0.15% | 126 |
|
|
2023
Q1 | $1.17M | Buy |
11,056
+151
| +1% | +$15.9K | 0.17% | 121 |
|
|
2022
Q4 | $1.18M | Buy |
10,905
+410
| +4% | +$44.4K | 0.19% | 119 |
|
|
2022
Q3 | $996K | Buy |
10,495
+2,123
| +25% | +$201K | 0.18% | 116 |
|
|
2022
Q2 | $851K | Buy |
8,372
+886
| +12% | +$90.1K | 0.17% | 114 |
|
|
2022
Q1 | $840K | Sell |
7,486
-5
| -0.1% | -$561 | 0.15% | 127 |
|
|
2021
Q4 | $840K | Sell |
7,491
-4,757
| -39% | -$533K | 0.15% | 123 |
|
|
2021
Q3 | $1.27M | Sell |
12,248
-2,248
| -16% | -$232K | 0.25% | 81 |
|
|
2021
Q2 | $1.52M | Sell |
14,496
-1,404
| -9% | -$147K | 0.3% | 73 |
|
|
2021
Q1 | $1.61M | Sell |
15,900
-197
| -1% | -$19.9K | 0.37% | 50 |
|
|
2020
Q4 | $1.47M | Buy |
16,097
+856
| +6% | +$78.3K | 0.35% | 52 |
|
|
2020
Q3 | $1.23M | Buy |
+15,241
| New | +$1.23M | 0.39% | 43 |
|
|
2020
Q2 | – | Sell |
-15,368
| Closed | -$1.09M | – | 189 |
|
|
2020
Q1 | $1.09M | Buy |
+15,368
| New | +$1.09M | 0.4% | 36 |
|
|
2019
Q4 | – | Sell |
-14,881
| Closed | -$1.32M | – | 147 |
|
|
2019
Q3 | $1.32M | Buy |
14,881
+877
| +6% | +$77.8K | 0.42% | 50 |
|
|
2019
Q2 | $1.22M | Sell |
14,004
-99
| -0.7% | -$8.65K | 0.4% | 42 |
|
|
2019
Q1 | $1.24M | Buy |
14,103
+741
| +6% | +$65.1K | 0.39% | 44 |
|
|
2018
Q4 | $1.04M | Buy |
13,362
+914
| +7% | +$71.3K | 0.38% | 41 |
|
|
2018
Q3 | $1.08M | Buy |
12,448
+608
| +5% | +$52.9K | 0.3% | 46 |
|
|
2018
Q2 | $983K | Buy |
11,840
+1,214
| +11% | +$101K | 0.3% | 50 |
|
|
2018
Q1 | $877K | Sell |
10,626
-56,290
| -84% | -$4.65M | 0.28% | 53 |
|
|
2017
Q4 | $5.73M | Sell |
66,916
-21,942
| -25% | -$1.88M | 1.91% | 15 |
|
|
2017
Q3 | $7.2M | Buy |
88,858
+81,448
| +1,099% | +$6.6M | 2.57% | 14 |
|
|
2017
Q2 | $579K | Hold |
7,410
| – | – | 0.22% | 72 |
|
|
2017
Q1 | $575K | Buy |
7,410
+2,435
| +49% | +$189K | 0.22% | 63 |
|
|
2016
Q4 | $377K | Buy |
+4,975
| New | +$377K | 0.16% | 63 |
|