Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.23M | Hold |
76,204
| – | – | 2.38% | 11 |
|
|
2022
Q2 | $7.75M | Buy |
76,204
+206
| +0.3% | +$21K | 2.33% | 11 |
|
|
2022
Q1 | $8.53M | Hold |
75,998
| – | – | 2.21% | 11 |
|
|
2021
Q4 | $8.52M | Hold |
75,998
| – | – | 2.15% | 11 |
|
|
2021
Q3 | $7.85M | Hold |
75,998
| – | – | 2.11% | 11 |
|
|
2021
Q2 | $7.96M | Hold |
75,998
| – | – | 2.1% | 11 |
|
|
2021
Q1 | $7.68M | Sell |
75,998
-17
| -0% | -$1.72K | 2.15% | 11 |
|
|
2020
Q4 | $6.96M | Sell |
76,015
-21
| -0% | -$1.92K | 2.05% | 11 |
|
|
2020
Q3 | $6.15M | Sell |
76,036
-24
| -0% | -$1.94K | 2.07% | 11 |
|
|
2020
Q2 | $5.99M | Sell |
76,060
-732
| -1% | -$57.7K | 2.26% | 11 |
|
|
2020
Q1 | $5.43M | Buy |
76,792
+233
| +0.3% | +$16.5K | 2.68% | 12 |
|
|
2019
Q4 | $7.17M | Buy |
76,559
+99
| +0.1% | +$9.28K | 2.93% | 10 |
|
|
2019
Q3 | $6.78M | Sell |
76,460
-1,476
| -2% | -$131K | 2.99% | 11 |
|
|
2019
Q2 | $6.81M | Sell |
77,936
-1,012
| -1% | -$88.4K | 2.97% | 11 |
|
|
2019
Q1 | $6.76M | Buy |
78,948
+887
| +1% | +$76K | 2.95% | 11 |
|
|
2018
Q4 | $6.09M | Sell |
78,061
-7,392
| -9% | -$577K | 2.98% | 10 |
|
|
2018
Q3 | $7.44M | Sell |
85,453
-244
| -0.3% | -$21.3K | 3.15% | 9 |
|
|
2018
Q2 | $7.12M | Sell |
85,697
-1,747
| -2% | -$145K | 3% | 11 |
|
|
2018
Q1 | $7.21M | Sell |
87,444
-1,869
| -2% | -$154K | 3.11% | 10 |
|
|
2017
Q4 | $7.65M | Sell |
89,313
-486
| -0.5% | -$41.6K | 3.27% | 9 |
|
|
2017
Q3 | $7.28M | Buy |
89,799
+2
| +0% | +$162 | 3.26% | 9 |
|
|
2017
Q2 | $7.02M | Sell |
89,797
-1,859
| -2% | -$145K | 3.23% | 9 |
|
|
2017
Q1 | $7.12M | Sell |
91,656
-29,306
| -24% | -$2.28M | 3.13% | 11 |
|
|
2016
Q4 | $9.17M | Sell |
120,962
-508
| -0.4% | -$38.5K | 4.08% | 8 |
|
|
2016
Q3 | $8.76M | Sell |
121,470
-3,382
| -3% | -$244K | 4% | 8 |
|
|
2016
Q2 | $8.92M | Sell |
124,852
-1,912
| -2% | -$137K | 4.12% | 8 |
|
|
2016
Q1 | $8.75M | Sell |
126,764
-161
| -0.1% | -$11.1K | 3.8% | 8 |
|
|
2015
Q4 | $8.47M | Sell |
126,925
-19,206
| -13% | -$1.28M | 3.76% | 7 |
|
|
2015
Q3 | $9.16M | Sell |
146,131
-17,968
| -11% | -$1.13M | 4.16% | 7 |
|
|
2015
Q2 | $11M | Sell |
164,099
-8,749
| -5% | -$589K | 4.79% | 6 |
|
|
2015
Q1 | $11.8M | Sell |
172,848
-28,453
| -14% | -$1.94M | 5.04% | 6 |
|
|
2014
Q4 | $13.8M | Sell |
201,301
-34,754
| -15% | -$2.39M | 5.83% | 4 |
|
|
2014
Q3 | $15.7M | Sell |
236,055
-17,774
| -7% | -$1.18M | 6.47% | 3 |
|
|
2014
Q2 | $16.8M | Sell |
253,829
-46,622
| -16% | -$3.09M | 6.82% | 3 |
|
|
2014
Q1 | $19M | Sell |
300,451
-50,057
| -14% | -$3.16M | 8.73% | 3 |
|
|
2013
Q4 | $21.8M | Sell |
350,508
-57,159
| -14% | -$3.56M | 9.15% | 2 |
|
|
2013
Q3 | $23.4M | Sell |
407,667
-50,145
| -11% | -$2.88M | 9.14% | 2 |
|
|
2013
Q2 | $25.7M | Buy |
+457,812
| New | +$25.7M | 9.62% | 2 |
|