HB Wealth Management’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 | $10.1M | Buy |
75,792
+578
| +0.8% | +$77.1K | 0.08% | 134 |
|
|
2025
Q1 | $9.7M | Buy |
75,214
+11,750
| +19% | +$1.52M | 0.08% | 132 |
|
|
2024
Q4 | $8.1M | Sell |
63,464
-1,557
| -2% | -$199K | 0.08% | 118 |
|
|
2024
Q3 | $8.34M | Buy |
65,021
+4,326
| +7% | +$555K | 0.09% | 108 |
|
|
2024
Q2 | $7.2M | Sell |
60,695
-4,495
| -7% | -$533K | 0.08% | 112 |
|
|
2024
Q1 | $7.89M | Buy |
65,190
+2,143
| +3% | +$259K | 0.1% | 106 |
|
|
2023
Q4 | $7.04M | Buy |
63,047
+3,631
| +6% | +$405K | 0.1% | 105 |
|
|
2023
Q3 | $6.14M | Sell |
59,416
-867
| -1% | -$89.6K | 0.1% | 104 |
|
|
2023
Q2 | $6.39M | Sell |
60,283
-1,040
| -2% | -$110K | 0.1% | 102 |
|
|
2023
Q1 | $6.47M | Buy |
61,323
+162
| +0.3% | +$17.1K | 0.11% | 98 |
|
|
2022
Q4 | $6.62M | Buy |
61,161
+1,802
| +3% | +$195K | 0.12% | 93 |
|
|
2022
Q3 | $5.63M | Buy |
59,359
+18,670
| +46% | +$1.77M | 0.12% | 90 |
|
|
2022
Q2 | $4.14M | Buy |
40,689
+23,860
| +142% | +$2.43M | 0.08% | 114 |
|
|
2022
Q1 | $1.89M | Buy |
16,829
+1,408
| +9% | +$158K | 0.04% | 188 |
|
|
2021
Q4 | $1.73M | Buy |
+15,421
| New | +$1.73M | 0.03% | 173 |
|