J.W. Cole Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.04M | Buy |
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|
2025
Q2 | $8.31M | Buy |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $4.4M | Sell |
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|
2024
Q2 | $4.09M | Sell |
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|
2024
Q1 | $4.24M | Sell |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $1.87M | Buy |
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|
2023
Q1 | $1.83M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $1.77M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.89M | Buy |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $3.44M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $1.95M | Buy |
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