IFAM
Institutional & Family Asset Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.6M | Sell |
190,211
-4,461
| -2% | -$529K | 3.45% | 5 |
|
|
2024
Q1 | $23.6M | Sell |
194,672
-2,909
| -1% | -$352K | 3.75% | 5 |
|
|
2023
Q4 | $22.1M | Sell |
197,581
-3,019
| -2% | -$337K | 3.63% | 5 |
|
|
2023
Q3 | $20.7M | Sell |
200,600
-215
| -0.1% | -$22.2K | 3.39% | 5 |
|
|
2023
Q2 | $21.3M | Sell |
200,815
-474
| -0.2% | -$50.3K | 3.46% | 4 |
|
|
2023
Q1 | $21.2M | Sell |
201,289
-21,038
| -9% | -$2.22M | 3.5% | 4 |
|
|
2022
Q4 | $24.1M | Sell |
222,327
-2,413
| -1% | -$261K | 3.99% | 5 |
|
|
2022
Q3 | $21.3M | Sell |
224,740
-4,461
| -2% | -$423K | 3.78% | 5 |
|
|
2022
Q2 | $23.3M | Buy |
229,201
+24,792
| +12% | +$2.52M | 4.02% | 5 |
|
|
2022
Q1 | $22.9M | Sell |
204,409
-11,476
| -5% | -$1.29M | 3.59% | 5 |
|
|
2021
Q4 | $24.2M | Sell |
215,885
-6,940
| -3% | -$778K | 3.77% | 5 |
|
|
2021
Q3 | $23M | Sell |
222,825
-6,078
| -3% | -$628K | 3.68% | 5 |
|
|
2021
Q2 | $24M | Sell |
228,903
-9,733
| -4% | -$1.02M | 3.95% | 4 |
|
|
2021
Q1 | $24.1M | Sell |
238,636
-20,814
| -8% | -$2.1M | 4.67% | 3 |
|
|
2020
Q4 | $23.7M | Sell |
259,450
-10,020
| -4% | -$917K | 4.99% | 2 |
|
|
2020
Q3 | $21.8M | Sell |
269,470
-3,503
| -1% | -$283K | 5.08% | 2 |
|
|
2020
Q2 | $21.5M | Buy |
272,973
+708
| +0.3% | +$55.8K | 4.45% | 2 |
|
|
2020
Q1 | $19.3M | Buy |
272,265
+175,296
| +181% | +$12.4M | 4.44% | 2 |
|
|
2019
Q4 | $9.09M | Sell |
96,969
-4,120
| -4% | -$386K | 1.92% | 8 |
|
|
2019
Q3 | $8.97M | Sell |
101,089
-401
| -0.4% | -$35.6K | 1.97% | 8 |
|
|
2019
Q2 | $8.87M | Sell |
101,490
-2,346
| -2% | -$205K | 1.92% | 7 |
|
|
2019
Q1 | $8.9M | Sell |
103,836
-4,542
| -4% | -$389K | 1.87% | 7 |
|
|
2018
Q4 | $8.45M | Sell |
108,378
-769
| -0.7% | -$60K | 1.9% | 7 |
|
|
2018
Q3 | $9.51M | Sell |
109,147
-6,234
| -5% | -$543K | 1.88% | 8 |
|
|
2018
Q2 | $9.58M | Buy |
115,381
+15,307
| +15% | +$1.27M | 2% | 8 |
|
|
2018
Q1 | $8.26M | Buy |
+100,074
| New | +$8.26M | 1.75% | 9 |
|