Hofer & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
41,625
+940
| +2% | +$125K | 3.46% | 8 |
|
|
2025
Q1 | $5.25M | Buy |
40,685
+568
| +1% | +$73.2K | 3.56% | 10 |
|
|
2024
Q4 | $5.12M | Sell |
40,117
-91
| -0.2% | -$11.6K | 3.44% | 10 |
|
|
2024
Q3 | $5.15M | Buy |
40,208
+197
| +0.5% | +$25.3K | 3.56% | 10 |
|
|
2024
Q2 | $4.75M | Buy |
40,011
+360
| +0.9% | +$42.7K | 3.68% | 10 |
|
|
2024
Q1 | $4.8M | Buy |
39,651
+872
| +2% | +$106K | 4.04% | 8 |
|
|
2023
Q4 | $4.33M | Buy |
38,779
+1,323
| +4% | +$148K | 4.02% | 10 |
|
|
2023
Q3 | $3.87M | Buy |
37,456
+1,043
| +3% | +$108K | 3.97% | 10 |
|
|
2023
Q2 | $3.86M | Sell |
36,413
-1,072
| -3% | -$114K | 3.71% | 10 |
|
|
2023
Q1 | $4.06M | Sell |
37,485
-120
| -0.3% | -$13K | 4.06% | 10 |
|
|
2022
Q4 | $4.07M | Buy |
37,605
+285
| +0.8% | +$30.8K | 4.06% | 10 |
|
|
2022
Q3 | $3.54M | Buy |
37,320
+1,102
| +3% | +$105K | 3.81% | 10 |
|
|
2022
Q2 | $3.68M | Sell |
36,218
-203
| -0.6% | -$20.6K | 3.83% | 10 |
|
|
2022
Q1 | $4.09M | Sell |
36,421
-6,580
| -15% | -$739K | 3.6% | 10 |
|
|
2021
Q4 | $4.82M | Buy |
+43,001
| New | +$4.82M | 4.37% | 8 |
|