GIA
GHP Investment Advisors’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 | $422K | Buy |
3,166
+799
| +34% | +$107K | 0.02% | 313 |
|
2025
Q1 | $305K | Buy |
2,367
+1
| +0% | +$129 | 0.01% | 337 |
|
2024
Q4 | $302K | Buy |
2,366
+2
| +0.1% | +$255 | 0.01% | 342 |
|
2024
Q3 | $303K | Buy |
2,364
+1
| +0% | +$128 | 0.01% | 338 |
|
2024
Q2 | $280K | Buy |
2,363
+2
| +0.1% | +$237 | 0.01% | 339 |
|
2024
Q1 | $286K | Buy |
2,361
+2
| +0.1% | +$242 | 0.01% | 346 |
|
2023
Q4 | $263K | Buy |
2,359
+2
| +0.1% | +$223 | 0.01% | 351 |
|
2023
Q3 | $242K | Sell |
2,357
-99
| -4% | -$10.1K | 0.01% | 350 |
|
2023
Q2 | $268K | Sell |
2,456
-48
| -2% | -$5.24K | 0.02% | 344 |
|
2023
Q1 | $264K | Buy |
2,504
+2
| +0.1% | +$211 | 0.02% | 342 |
|
2022
Q4 | $271K | Buy |
2,502
+374
| +18% | +$40.5K | 0.02% | 343 |
|
2022
Q3 | $202K | Hold |
2,128
| – | – | 0.02% | 352 |
|
2022
Q2 | $216K | Hold |
2,128
| – | – | 0.02% | 343 |
|
2022
Q1 | $239K | Sell |
2,128
-87
| -4% | -$9.77K | 0.02% | 339 |
|
2021
Q4 | $248K | Buy |
2,215
+215
| +11% | +$24.1K | 0.02% | 300 |
|
2021
Q3 | $207K | Hold |
2,000
| – | – | 0.02% | 298 |
|
2021
Q2 | $210K | Hold |
2,000
| – | – | 0.02% | 290 |
|
2021
Q1 | $202K | Buy |
+2,000
| New | +$202K | 0.02% | 289 |
|