Jackson Wealth Management’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 | $2.9M | Buy |
21,757
+272
| +1% | +$36.3K | 0.32% | 61 |
|
|
2025
Q1 | $2.77M | Buy |
21,485
+273
| +1% | +$35.2K | 0.34% | 63 |
|
|
2024
Q4 | $2.71M | Buy |
21,212
+1,474
| +7% | +$188K | 0.31% | 66 |
|
|
2024
Q3 | $2.53M | Buy |
19,738
+8,891
| +82% | +$1.14M | 0.3% | 64 |
|
|
2024
Q2 | $1.29M | Sell |
10,847
-7,328
| -40% | -$869K | 0.28% | 68 |
|
|
2024
Q1 | $2.2M | Buy |
+18,175
| New | +$2.2M | 0.27% | 68 |
|
|
2020
Q2 | – | Sell |
-160,955
| Closed | -$12.4M | – | 134 |
|
|
2020
Q1 | $12.4M | Buy |
+160,955
| New | +$12.4M | 2.59% | 9 |
|
|
2017
Q1 | – | Sell |
-175,579
| Closed | -$13.3M | – | 74 |
|
|
2016
Q4 | $13.3M | Sell |
175,579
-1,547
| -0.9% | -$117K | 5.18% | 4 |
|
|
2016
Q3 | $12.6M | Sell |
177,126
-2,074
| -1% | -$148K | 4.77% | 5 |
|
|
2016
Q2 | $12.8M | Buy |
179,200
+133,255
| +290% | +$9.52M | 4.76% | 5 |
|
|
2016
Q1 | $3.15M | Sell |
45,945
-827
| -2% | -$56.6K | 1.21% | 15 |
|
|
2015
Q4 | $2.98M | Buy |
+46,772
| New | +$2.98M | 1.18% | 20 |
|
|
2015
Q1 | – | Sell |
-99,324
| Closed | -$6.83M | – | 140 |
|
|
2014
Q4 | $6.83M | Buy |
+99,324
| New | +$6.83M | 2.23% | 8 |
|