IHT 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 | $3.9M | Buy |
29,225
+459
| +2% | +$61.2K | 0.11% | 182 |
|
|
2025
Q1 | $3.71M | Buy |
28,766
+572
| +2% | +$73.8K | 0.12% | 177 |
|
|
2024
Q4 | $3.6M | Sell |
28,194
-1,765
| -6% | -$225K | 0.12% | 173 |
|
|
2024
Q3 | $3.84M | Buy |
29,959
+4,377
| +17% | +$561K | 0.11% | 194 |
|
|
2024
Q2 | $3.03M | Buy |
25,582
+1,421
| +6% | +$169K | 0.11% | 178 |
|
|
2024
Q1 | $2.92M | Sell |
24,161
-913
| -4% | -$110K | 0.12% | 177 |
|
|
2023
Q4 | $2.8M | Sell |
25,074
-1,766
| -7% | -$197K | 0.12% | 161 |
|
|
2023
Q3 | $2.77M | Sell |
26,840
-5,667
| -17% | -$586K | 0.14% | 149 |
|
|
2023
Q2 | $3.45M | Sell |
32,507
-423
| -1% | -$44.9K | 0.18% | 117 |
|
|
2023
Q1 | $3.47M | Buy |
32,930
+7,466
| +29% | +$788K | 0.2% | 111 |
|
|
2022
Q4 | $2.76M | Buy |
25,464
+1,803
| +8% | +$195K | 0.17% | 132 |
|
|
2022
Q3 | $2.25M | Buy |
23,661
+11,913
| +101% | +$1.13M | 0.17% | 127 |
|
|
2022
Q2 | $1.2M | Buy |
11,748
+1,347
| +13% | +$137K | 0.11% | 202 |
|
|
2022
Q1 | $1.17M | Buy |
10,401
+709
| +7% | +$79.6K | 0.09% | 231 |
|
|
2021
Q4 | $1.09M | Buy |
9,692
+1,444
| +18% | +$162K | 0.08% | 241 |
|
|
2021
Q3 | $852K | Buy |
8,248
+864
| +12% | +$89.2K | 0.07% | 280 |
|
|
2021
Q2 | $774K | Buy |
7,384
+1,600
| +28% | +$168K | 0.05% | 392 |
|
|
2021
Q1 | $585K | Buy |
5,784
+130
| +2% | +$13.1K | 0.04% | 403 |
|
|
2020
Q4 | $517K | Sell |
5,654
-950
| -14% | -$86.9K | 0.04% | 400 |
|
|
2020
Q3 | $534K | Buy |
6,604
+473
| +8% | +$38.2K | 0.05% | 336 |
|
|
2020
Q2 | $483K | Sell |
6,131
-2,763
| -31% | -$218K | 0.07% | 301 |
|
|
2020
Q1 | $629K | Sell |
8,894
-2,521
| -22% | -$178K | 0.09% | 238 |
|
|
2019
Q4 | $1.07M | Sell |
11,415
-1,783
| -14% | -$167K | 0.13% | 183 |
|
|
2019
Q3 | $1.17M | Buy |
13,198
+594
| +5% | +$52.7K | 0.16% | 149 |
|
|
2019
Q2 | $1.1M | Buy |
12,604
+736
| +6% | +$64.3K | 0.16% | 146 |
|
|
2019
Q1 | $1.02M | Buy |
11,868
+2,521
| +27% | +$216K | 0.17% | 146 |
|
|
2018
Q4 | $729K | Buy |
9,347
+3,493
| +60% | +$272K | 0.14% | 176 |
|
|
2018
Q3 | $510K | Buy |
5,854
+777
| +15% | +$67.7K | 0.11% | 226 |
|
|
2018
Q2 | $422K | Buy |
5,077
+181
| +4% | +$15K | 0.11% | 231 |
|
|
2018
Q1 | $395K | Sell |
4,896
-219
| -4% | -$17.7K | 0.11% | 223 |
|
|
2017
Q4 | $446K | Buy |
5,115
+4,534
| +780% | +$395K | 0.12% | 215 |
|
|
2017
Q3 | $48K | Buy |
581
+1
| +0.2% | +$83 | 0.02% | 535 |
|
|
2017
Q2 | $311 | Buy |
580
+101
| +21% | +$54 | 0.15% | 167 |
|
|
2017
Q1 | $37K | Buy |
479
+1
| +0.2% | +$77 | 0.02% | 498 |
|
|
2016
Q4 | $36K | Buy |
+478
| New | +$36K | 0.03% | 465 |
|