GCA
Gradient Capital 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 | $753K | Sell |
5,652
-223
| -4% | -$29.7K | 0.22% | 79 |
|
|
2025
Q1 | $758K | Buy |
5,875
+365
| +7% | +$47.1K | 0.25% | 77 |
|
|
2024
Q4 | $703K | Buy |
5,510
+28
| +0.5% | +$3.57K | 0.23% | 78 |
|
|
2024
Q3 | $703K | Sell |
5,482
-116
| -2% | -$14.9K | 0.23% | 75 |
|
|
2024
Q2 | $664K | Sell |
5,598
-4
| -0.1% | -$474 | 0.24% | 75 |
|
|
2024
Q1 | $678K | Buy |
5,602
+52
| +0.9% | +$6.29K | 0.25% | 73 |
|
|
2023
Q4 | $620K | Sell |
5,550
-75
| -1% | -$8.37K | 0.24% | 76 |
|
|
2023
Q3 | $581K | Sell |
5,625
-176
| -3% | -$18.2K | 0.24% | 76 |
|
|
2023
Q2 | $615K | Buy |
5,801
+8
| +0.1% | +$849 | 0.25% | 74 |
|
|
2023
Q1 | $611K | Buy |
5,793
+42
| +0.7% | +$4.43K | 0.26% | 75 |
|
|
2022
Q4 | $622K | Sell |
5,751
-326
| -5% | -$35.3K | 0.28% | 72 |
|
|
2022
Q3 | $577K | Buy |
6,077
+1,433
| +31% | +$136K | 0.28% | 75 |
|
|
2022
Q2 | $472K | Buy |
4,644
+1,410
| +44% | +$143K | 0.23% | 80 |
|
|
2022
Q1 | $363K | Buy |
3,234
+859
| +36% | +$96.4K | 0.15% | 92 |
|
|
2021
Q4 | $266K | Sell |
2,375
-56
| -2% | -$6.27K | 0.11% | 107 |
|
|
2021
Q3 | $251K | Buy |
+2,431
| New | +$251K | 0.12% | 104 |
|