Helen Stephens Group’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 | $525K | Buy |
3,937
+7
| +0.2% | +$933 | 0.13% | 51 |
|
|
2025
Q1 | $507K | Buy |
3,930
+180
| +5% | +$23.2K | 0.14% | 54 |
|
|
2024
Q4 | $478K | Buy |
3,750
+4
| +0.1% | +$510 | 0.14% | 55 |
|
|
2024
Q3 | $480K | Buy |
3,746
+320
| +9% | +$41K | 0.15% | 58 |
|
|
2024
Q2 | $406K | Sell |
3,426
-11
| -0.3% | -$1.3K | 0.14% | 60 |
|
|
2024
Q1 | $416K | Buy |
3,437
+172
| +5% | +$20.8K | 0.16% | 49 |
|
|
2023
Q4 | $364K | Buy |
3,265
+349
| +12% | +$39K | 0.16% | 53 |
|
|
2023
Q3 | $301K | Hold |
2,916
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $309K | Hold |
2,916
| – | – | 0.16% | 53 |
|
|
2023
Q1 | $308K | Hold |
2,916
| – | – | 0.16% | 58 |
|
|
2022
Q4 | $315K | Hold |
2,916
| – | – | 0.19% | 59 |
|
|
2022
Q3 | $277K | Buy |
2,916
+23
| +0.8% | +$2.19K | 0.19% | 54 |
|
|
2022
Q2 | $294K | Buy |
2,893
+23
| +0.8% | +$2.34K | 0.21% | 47 |
|
|
2022
Q1 | $322K | Sell |
2,870
-65
| -2% | -$7.29K | 0.22% | 46 |
|
|
2021
Q4 | $329K | Buy |
+2,935
| New | +$329K | 0.26% | 38 |
|