J.P. Morgan Private Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$76.7M	Sell	742,436 -43,968	-6%	-$4.54M	0.22%	112
2023 Q2	$83.4M	Sell	786,404 -319,175	-29%	-$33.9M	0.43%	49
2023 Q1	$117M	Sell	1,105,579 -70,813	-6%	-$7.47M	0.25%	92
2022 Q4	$127M	Buy	1,176,392 +157,558	+15%	+$17M	0.28%	82
2022 Q3	$96.7M	Buy	1,018,834 +47,186	+5%	+$4.48M	0.25%	99
2022 Q2	$98.8M	Buy	971,648 +64,242	+7%	+$6.53M	0.25%	96
2022 Q1	$102M	Buy	907,406 +210,369	+30%	+$23.6M	0.22%	105
2021 Q4	$78.1M	Buy	697,037 +756	+0.1%	+$84.8K	0.17%	141
2021 Q3	$72M	Buy	696,281 +71,409	+11%	+$7.38M	0.18%	139
2021 Q2	$65.5M	Buy	624,872 +158,256	+34%	+$16.6M	0.17%	139
2021 Q1	$47.2M	Buy	466,616 +9,699	+2%	+$980K	0.15%	149
2020 Q4	$41.8M	Buy	456,917 +15,156	+3%	+$1.39M	0.14%	164
2020 Q3	$35.8M	Buy	441,761 +3,285	+0.7%	+$266K	0.14%	152
2020 Q2	$34.5M	Buy	438,476 +36,791	+9%	+$2.9M	0.16%	137
2020 Q1	$28.4M	Sell	401,685 -24,392	-6%	-$1.73M	0.16%	136
2019 Q4	$39.9M	Buy	426,077 +36,171	+9%	+$3.39M	0.18%	129
2019 Q3	$34.6M	Buy	389,906 +72,076	+23%	+$6.4M	0.18%	131
2019 Q2	$27.8M	Sell	317,830 -14,506	-4%	-$1.27M	0.15%	150
2019 Q1	$28.5M	Buy	332,336 +5,327	+2%	+$456K	0.15%	152
2018 Q4	$25.5M	Buy	327,009 +18,799	+6%	+$1.47M	0.16%	146
2018 Q3	$26.8M	Sell	308,210 -5,421	-2%	-$472K	0.13%	168
2018 Q2	$26M	Sell	313,631 -56,942	-15%	-$4.73M	0.15%	155
2018 Q1	$30.6M	Sell	370,573 -4,215	-1%	-$348K	0.21%	118
2017 Q4	$32.1M	Buy	374,788 +3,927	+1%	+$336K	0.21%	117
2017 Q3	$30.1M	Buy	370,861 +25,262	+7%	+$2.05M	0.22%	114
2017 Q2	$27M	Buy	345,599 +15,178	+5%	+$1.19M	0.21%	118
2017 Q1	$25.7M	Buy	330,421 +130,456	+65%	+$10.1M	0.2%	121
2016 Q4	$15.2M	Buy	199,965 +42,742	+27%	+$3.24M	0.13%	163
2016 Q3	$11.3M	Buy	157,223 +18,371	+13%	+$1.33M	0.11%	183
2016 Q2	$9.92M	Sell	138,852 -11,466	-8%	-$819K	0.1%	181
2016 Q1	$10.4M	Buy	150,318 +61,476	+69%	+$4.24M	0.1%	178
2015 Q4	$5.93M	Buy	88,842 +27,106	+44%	+$1.81M	0.06%	224
2015 Q3	$3.87M	Buy	61,736 +3,488	+6%	+$219K	0.05%	251
2015 Q2	$3.92M	Buy	58,248 +3,767	+7%	+$254K	0.05%	275
2015 Q1	$3.72M	Buy	54,481 +20,219	+59%	+$1.38M	0.04%	283
2014 Q4	$2.36M	Buy	34,262 +451	+1%	+$31K	0.03%	353
2014 Q3	$2.25M	Buy	33,811 +14,746	+77%	+$979K	0.03%	351
2014 Q2	$1.26M	Sell	19,065 -1,346	-7%	-$89.2K	0.02%	365
2014 Q1	$1.29M	Buy	20,411 +6,867	+51%	+$434K	0.02%	353
2013 Q4	$844K	Buy	13,544 +8,477	+167%	+$528K	0.02%	376
2013 Q3	$291K	Buy	5,067 +1,300	+35%	+$74.7K	0.01%	516
2013 Q2	$212K	Buy	+3,767	New	+$212K	0.01%	559