Jackson Grant Investment Advisers’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 | $749K | Buy |
5,616
+16
| +0.3% | +$2.13K | 0.27% | 51 |
|
|
2025
Q1 | $722K | Buy |
5,600
+16
| +0.3% | +$2.06K | 0.28% | 53 |
|
|
2024
Q4 | $712K | Buy |
5,584
+18
| +0.3% | +$2.3K | 0.27% | 53 |
|
|
2024
Q3 | $714K | Buy |
5,566
+17
| +0.3% | +$2.18K | 0.27% | 54 |
|
|
2024
Q2 | $658K | Buy |
5,549
+835
| +18% | +$99K | 0.27% | 58 |
|
|
2024
Q1 | $570K | Buy |
4,714
+9
| +0.2% | +$1.09K | 0.23% | 62 |
|
|
2023
Q4 | $525K | Buy |
4,705
+15
| +0.3% | +$1.68K | 0.23% | 61 |
|
|
2023
Q3 | $485K | Buy |
4,690
+11
| +0.2% | +$1.14K | 0.23% | 59 |
|
|
2023
Q2 | $496K | Buy |
4,679
+13
| +0.3% | +$1.38K | 0.23% | 61 |
|
|
2023
Q1 | $492K | Buy |
4,666
+10
| +0.2% | +$1.06K | 0.23% | 60 |
|
|
2022
Q4 | $504K | Sell |
4,656
-17
| -0.4% | -$1.84K | 0.24% | 60 |
|
|
2022
Q3 | $443K | Buy |
4,673
+11
| +0.2% | +$1.04K | 0.23% | 61 |
|
|
2022
Q2 | $474K | Buy |
4,662
+12
| +0.3% | +$1.22K | 0.23% | 61 |
|
|
2022
Q1 | $522K | Buy |
+4,650
| New | +$522K | 0.22% | 59 |
|
|
2021
Q4 | – | Sell |
-4,629
| Closed | -$478K | – | 340 |
|
|
2021
Q3 | $478K | Buy |
4,629
+11
| +0.2% | +$1.14K | 0.21% | 63 |
|
|
2021
Q2 | $484K | Sell |
4,618
-24
| -0.5% | -$2.52K | 0.21% | 62 |
|
|
2021
Q1 | $469K | Buy |
4,642
+10
| +0.2% | +$1.01K | 0.22% | 62 |
|
|
2020
Q4 | $424K | Buy |
4,632
+274
| +6% | +$25.1K | 0.22% | 60 |
|
|
2020
Q3 | $353K | Buy |
4,358
+13
| +0.3% | +$1.05K | 0.21% | 59 |
|
|
2020
Q2 | $342K | Buy |
4,345
+14
| +0.3% | +$1.1K | 0.22% | 60 |
|
|
2020
Q1 | $306K | Buy |
4,331
+32
| +0.7% | +$2.26K | 0.23% | 59 |
|
|
2019
Q4 | $403K | Buy |
4,299
+34
| +0.8% | +$3.19K | 0.22% | 58 |
|
|
2019
Q3 | $378K | Buy |
4,265
+36
| +0.9% | +$3.19K | 0.21% | 58 |
|
|
2019
Q2 | $370K | Buy |
4,229
+28
| +0.7% | +$2.45K | 0.22% | 58 |
|
|
2019
Q1 | $360K | Buy |
4,201
+30
| +0.7% | +$2.57K | 0.22% | 56 |
|
|
2018
Q4 | $325K | Buy |
4,171
+68
| +2% | +$5.3K | 0.23% | 59 |
|
|
2018
Q3 | $357K | Hold |
4,103
| – | – | 0.22% | 56 |
|
|
2018
Q2 | $341K | Buy |
4,103
+58
| +1% | +$4.82K | 0.23% | 51 |
|
|
2018
Q1 | $334K | Hold |
4,045
| – | – | 0.23% | 54 |
|
|
2017
Q4 | $346K | Buy |
4,045
+2,261
| +127% | +$193K | 0.23% | 56 |
|
|
2017
Q3 | $145K | Buy |
1,784
+313
| +21% | +$25.4K | 0.1% | 88 |
|
|
2017
Q2 | $115K | Hold |
1,471
| – | – | 0.09% | 91 |
|
|
2017
Q1 | $114K | Buy |
1,471
+19
| +1% | +$1.47K | 0.09% | 89 |
|
|
2016
Q4 | $110K | Sell |
1,452
-221
| -13% | -$16.7K | 0.09% | 88 |
|
|
2016
Q3 | $121K | Buy |
+1,673
| New | +$121K | 0.1% | 78 |
|