Glass Jacobson Investment Advisors’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 | $1.59M | Sell |
11,912
-2,786
| -19% | -$371K | 0.61% | 58 |
|
|
2025
Q1 | $1.88M | Hold |
14,698
| – | – | 0.62% | 49 |
|
|
2024
Q4 | $1.88M | Sell |
14,698
-909
| -6% | -$116K | 0.62% | 49 |
|
|
2024
Q3 | $2M | Sell |
15,607
-451
| -3% | -$57.8K | 0.66% | 46 |
|
|
2024
Q2 | $1.9M | Sell |
16,058
-454
| -3% | -$53.8K | 0.69% | 44 |
|
|
2024
Q1 | $2M | Sell |
16,512
-749
| -4% | -$90.6K | 0.75% | 38 |
|
|
2023
Q4 | $1.93M | Buy |
17,261
+976
| +6% | +$109K | 0.79% | 31 |
|
|
2023
Q3 | $1.68M | Buy |
16,285
+358
| +2% | +$37K | 0.77% | 37 |
|
|
2023
Q2 | $1.69M | Buy |
+15,927
| New | +$1.69M | 0.77% | 35 |
|
|
2022
Q4 | $1.69M | Buy |
+15,586
| New | +$1.69M | 0.84% | 29 |
|