IFG Advisory’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 | $26.2M | Sell |
196,188
-1,852
| -0.9% | -$247K | 1.31% | 9 |
|
2025
Q1 | $25.5M | Buy |
198,040
+2,958
| +2% | +$381K | 1.42% | 9 |
|
2024
Q4 | $24.9M | Sell |
195,082
-538
| -0.3% | -$68.6K | 1.41% | 9 |
|
2024
Q3 | $25.1M | Buy |
195,620
+4,643
| +2% | +$595K | 1.6% | 9 |
|
2024
Q2 | $22.6M | Sell |
190,977
-1,100
| -0.6% | -$130K | 1.45% | 11 |
|
2024
Q1 | $23.2M | Buy |
192,077
+6,761
| +4% | +$818K | 1.73% | 10 |
|
2023
Q4 | $20.7M | Buy |
185,316
+2,566
| +1% | +$286K | 1.51% | 11 |
|
2023
Q3 | $18.9M | Buy |
182,750
+3,434
| +2% | +$355K | 1.59% | 10 |
|
2023
Q2 | $19M | Sell |
179,316
-6,345
| -3% | -$673K | 1.69% | 10 |
|
2023
Q1 | $19.6M | Buy |
185,661
+6,890
| +4% | +$727K | 1.83% | 10 |
|
2022
Q4 | $19.3M | Buy |
178,771
+2,543
| +1% | +$275K | 1.93% | 8 |
|
2022
Q3 | $16.7M | Buy |
176,228
+4,507
| +3% | +$428K | 1.52% | 12 |
|
2022
Q2 | $17.5M | Buy |
171,721
+5,770
| +3% | +$587K | 1.85% | 12 |
|
2022
Q1 | $18.6M | Buy |
165,951
+16,193
| +11% | +$1.82M | 1.88% | 9 |
|
2021
Q4 | $16.8M | Buy |
149,758
+7,339
| +5% | +$823K | 1.64% | 10 |
|
2021
Q3 | $14.7M | Buy |
142,419
+2,399
| +2% | +$248K | 1.59% | 10 |
|
2021
Q2 | $14.7M | Buy |
140,020
+919
| +0.7% | +$96.3K | 1.63% | 10 |
|
2021
Q1 | $14.1M | Buy |
139,101
+2,235
| +2% | +$226K | 1.75% | 9 |
|
2020
Q4 | $12.5M | Buy |
136,866
+5,400
| +4% | +$494K | 1.73% | 9 |
|
2020
Q3 | $10.6M | Buy |
131,466
+11,860
| +10% | +$960K | 1.72% | 9 |
|
2020
Q2 | $9.42M | Buy |
119,606
+4,780
| +4% | +$377K | 1.7% | 9 |
|
2020
Q1 | $8.12M | Buy |
114,826
+4,197
| +4% | +$297K | 1.81% | 9 |
|
2019
Q4 | $10.4M | Buy |
110,629
+1,793
| +2% | +$168K | 1.89% | 6 |
|
2019
Q3 | $9.66M | Buy |
108,836
+783
| +0.7% | +$69.5K | 1.87% | 6 |
|
2019
Q2 | $9.44M | Buy |
108,053
+3,014
| +3% | +$263K | 1.67% | 8 |
|
2019
Q1 | $9M | Buy |
105,039
+11,587
| +12% | +$992K | 1.72% | 8 |
|
2018
Q4 | $7.29M | Buy |
93,452
+1,401
| +2% | +$109K | 1.72% | 8 |
|
2018
Q3 | $8.02M | Buy |
92,051
+4,905
| +6% | +$427K | 1.51% | 10 |
|
2018
Q2 | $7.24M | Buy |
87,146
+1,443
| +2% | +$120K | 1.49% | 9 |
|
2018
Q1 | $7.07M | Buy |
85,703
+2,949
| +4% | +$243K | 1.57% | 10 |
|
2017
Q4 | $7.09M | Buy |
+82,754
| New | +$7.09M | 1.6% | 10 |
|