Joseph Group Capital 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 | $2M | Buy |
14,968
+651
| +5% | +$86.8K | 0.67% | 41 |
|
|
2025
Q1 | $1.85M | Sell |
14,317
-1,467
| -9% | -$189K | 0.71% | 40 |
|
|
2024
Q4 | $2.01M | Buy |
15,784
+359
| +2% | +$45.8K | 0.79% | 40 |
|
|
2024
Q3 | $1.98M | Sell |
15,425
-151
| -1% | -$19.4K | 0.76% | 41 |
|
|
2024
Q2 | $1.85M | Buy |
15,576
+236
| +2% | +$28K | 0.96% | 37 |
|
|
2024
Q1 | $1.86M | Buy |
15,340
+1,657
| +12% | +$200K | 0.93% | 36 |
|
|
2023
Q4 | $1.53M | Buy |
13,683
+1,448
| +12% | +$162K | 0.89% | 30 |
|
|
2023
Q3 | $1.26M | Buy |
12,235
+60
| +0.5% | +$6.2K | 0.91% | 32 |
|
|
2023
Q2 | $1.29M | Buy |
12,175
+1,941
| +19% | +$206K | 1.09% | 29 |
|
|
2023
Q1 | $1.08M | Buy |
10,234
+832
| +9% | +$87.8K | 0.95% | 34 |
|
|
2022
Q4 | $1.02M | Sell |
9,402
-355
| -4% | -$38.4K | 0.97% | 34 |
|
|
2022
Q3 | $926K | Buy |
9,757
+2,168
| +29% | +$206K | 1.01% | 36 |
|
|
2022
Q2 | $772K | Buy |
7,589
+720
| +10% | +$73.2K | 0.77% | 38 |
|
|
2022
Q1 | $771K | Sell |
6,869
-30
| -0.4% | -$3.37K | 0.78% | 39 |
|
|
2021
Q4 | $773K | Buy |
+6,899
| New | +$773K | 0.74% | 41 |
|