Jackson Grant Investment Advisers’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 | $794K | Buy |
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|
2025
Q2 | $749K | Buy |
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|
2025
Q1 | $722K | Buy |
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $714K | Buy |
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|
2024
Q2 | $658K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $522K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $306K | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $370K | Buy |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $357K | Hold |
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|
2018
Q2 | $341K | Buy |
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|
2018
Q1 | $334K | Hold |
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|
2017
Q4 | $346K | Buy |
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|
2017
Q3 | $145K | Buy |
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|
2017
Q2 | $115K | Hold |
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|
2017
Q1 | $114K | Buy |
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|
2016
Q4 | $110K | Sell |
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|
2016
Q3 | $121K | Buy |
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