IFP Advisors’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 | $19.8M | Buy |
148,414
+4,220
| +3% | +$563K | 0.56% | 35 |
|
|
2025
Q1 | $18.6M | Buy |
144,194
+55,562
| +63% | +$7.17M | 0.57% | 30 |
|
|
2024
Q4 | $11.3M | Buy |
88,632
+599
| +0.7% | +$76.4K | 0.37% | 52 |
|
|
2024
Q3 | $11.3M | Buy |
88,033
+1,746
| +2% | +$224K | 0.41% | 47 |
|
|
2024
Q2 | $10.2M | Buy |
86,287
+7,047
| +9% | +$836K | 0.41% | 47 |
|
|
2024
Q1 | $9.59M | Buy |
79,240
+2,440
| +3% | +$295K | 0.42% | 51 |
|
|
2023
Q4 | $8.57M | Sell |
76,800
-18,842
| -20% | -$2.1M | 0.4% | 54 |
|
|
2023
Q3 | $9.88M | Buy |
95,642
+1,561
| +2% | +$161K | 0.44% | 49 |
|
|
2023
Q2 | $9.98M | Sell |
94,081
-6,530
| -6% | -$693K | 0.42% | 49 |
|
|
2023
Q1 | $8.51M | Sell |
100,611
-89,052
| -47% | -$7.54M | 0.37% | 51 |
|
|
2022
Q4 | $16.1M | Buy |
189,663
+7,070
| +4% | +$599K | 0.43% | 40 |
|
|
2022
Q3 | $15.5M | Buy |
182,593
+12,330
| +7% | +$1.05M | 0.4% | 40 |
|
|
2022
Q2 | $14.5M | Hold |
170,263
| – | – | 0.46% | 33 |
|
|
2022
Q1 | $14.5M | Buy |
170,263
+91,086
| +115% | +$7.73M | 0.46% | 33 |
|
|
2021
Q4 | $8.89M | Buy |
79,177
+1,957
| +3% | +$220K | 0.17% | 64 |
|
|
2021
Q3 | $8M | Buy |
77,220
+1,311
| +2% | +$136K | 0.16% | 72 |
|
|
2021
Q2 | $7.95M | Buy |
75,909
+2,986
| +4% | +$313K | 0.16% | 71 |
|
|
2021
Q1 | $7.38M | Sell |
72,923
-4,788
| -6% | -$484K | 0.14% | 69 |
|
|
2020
Q4 | $7.11M | Buy |
77,711
+2,430
| +3% | +$222K | 0.29% | 54 |
|
|
2020
Q3 | $6.09M | Buy |
75,281
+2,246
| +3% | +$182K | 0.36% | 51 |
|
|
2020
Q2 | $5.69M | Sell |
73,035
-10,329
| -12% | -$804K | 0.45% | 45 |
|
|
2020
Q1 | $5.98M | Sell |
83,364
-6,810
| -8% | -$489K | 0.6% | 30 |
|
|
2019
Q4 | $8.47M | Sell |
90,174
-9,743
| -10% | -$915K | 0.64% | 26 |
|
|
2019
Q3 | $8.83M | Buy |
+99,917
| New | +$8.83M | 0.59% | 28 |
|
|
2019
Q1 | $3.16M | Sell |
36,866
-56,033
| -60% | -$4.8M | 0.43% | 39 |
|
|
2018
Q4 | $7.18M | Sell |
92,899
-4,252
| -4% | -$329K | 0.44% | 42 |
|
|
2018
Q3 | $8.46M | Sell |
97,151
-23,933
| -20% | -$2.08M | 0.34% | 59 |
|
|
2018
Q2 | $10.1M | Sell |
121,084
-1,764
| -1% | -$147K | 0.42% | 40 |
|
|
2018
Q1 | $10.5M | Hold |
122,848
| – | – | 0.48% | 37 |
|
|
2017
Q4 | $10.5M | Buy |
122,848
+8,250
| +7% | +$706K | 0.48% | 37 |
|
|
2017
Q3 | $9.29M | Buy |
114,598
+8,827
| +8% | +$716K | 0.37% | 52 |
|
|
2017
Q2 | $8.27M | Sell |
105,771
-28,490
| -21% | -$2.23M | 0.35% | 54 |
|
|
2017
Q1 | $10.4M | Buy |
134,261
+16,757
| +14% | +$1.3M | 0.45% | 39 |
|
|
2016
Q4 | $8.9M | Buy |
117,504
+32,316
| +38% | +$2.45M | 0.43% | 42 |
|
|
2016
Q3 | $6.15M | Buy |
85,188
+8,731
| +11% | +$630K | 0.32% | 60 |
|
|
2016
Q2 | $5.46M | Buy |
76,457
+39,591
| +107% | +$2.83M | 0.31% | 69 |
|
|
2016
Q1 | $3.16M | Sell |
36,866
-23,593
| -39% | -$2.02M | 0.43% | 39 |
|
|
2015
Q4 | $4.04M | Buy |
+60,459
| New | +$4.04M | 0.27% | 78 |
|