IFWM
Institute for Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
2,388
-1,255
| -34% | -$167K | 0.04% | 419 |
|
|
2025
Q1 | $470K | Buy |
3,643
+1,108
| +44% | +$143K | 0.06% | 302 |
|
|
2024
Q4 | $323K | Sell |
2,535
-206
| -8% | -$26.3K | 0.04% | 382 |
|
|
2024
Q3 | $351K | Sell |
2,741
-188
| -6% | -$24.1K | 0.04% | 374 |
|
|
2024
Q2 | $347K | Sell |
2,929
-190
| -6% | -$22.5K | 0.05% | 362 |
|
|
2024
Q1 | $377K | Buy |
3,119
+212
| +7% | +$25.7K | 0.05% | 334 |
|
|
2023
Q4 | $324K | Buy |
2,907
+106
| +4% | +$11.8K | 0.05% | 353 |
|
|
2023
Q3 | $289K | Sell |
2,801
-1,187
| -30% | -$123K | 0.05% | 353 |
|
|
2023
Q2 | $423K | Sell |
3,988
-35
| -0.9% | -$3.71K | 0.07% | 288 |
|
|
2023
Q1 | $424K | Sell |
4,023
-1
| -0% | -$106 | 0.08% | 282 |
|
|
2022
Q4 | $435K | Buy |
4,024
+27
| +0.7% | +$2.92K | 0.09% | 279 |
|
|
2022
Q3 | $379K | Buy |
3,997
+35
| +0.9% | +$3.32K | 0.09% | 288 |
|
|
2022
Q2 | $403K | Buy |
3,962
+87
| +2% | +$8.85K | 0.08% | 322 |
|
|
2022
Q1 | $435K | Buy |
3,875
+413
| +12% | +$46.4K | 0.07% | 320 |
|
|
2021
Q4 | $388K | Sell |
3,462
-15
| -0.4% | -$1.68K | 0.06% | 322 |
|
|
2021
Q3 | $359K | Buy |
3,477
+485
| +16% | +$50.1K | 0.06% | 336 |
|
|
2021
Q2 | $313K | Buy |
+2,992
| New | +$313K | 0.06% | 364 |
|
|
2020
Q3 | – | Sell |
-3,530
| Closed | -$278K | – | 446 |
|
|
2020
Q2 | $278K | Sell |
3,530
-169
| -5% | -$13.3K | 0.07% | 334 |
|
|
2020
Q1 | $262K | Buy |
3,699
+1,563
| +73% | +$111K | 0.08% | 301 |
|
|
2019
Q4 | $200K | Buy |
+2,136
| New | +$200K | 0.05% | 424 |
|
|
2018
Q1 | – | Sell |
-5,111
| Closed | -$437K | – | 396 |
|
|
2017
Q4 | $437K | Sell |
5,111
-6,657
| -57% | -$569K | 0.1% | 248 |
|
|
2017
Q3 | $952K | Sell |
11,768
-775
| -6% | -$62.7K | 0.31% | 107 |
|
|
2017
Q2 | $978K | Buy |
+12,543
| New | +$978K | 0.27% | 120 |
|