Kapstone Financial Advisors’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 | $4.19M | Sell |
31,408
-253
| -0.8% | -$33.7K | 2.09% | 10 |
|
|
2025
Q1 | $4.08M | Sell |
31,661
-151
| -0.5% | -$19.5K | 2.31% | 7 |
|
|
2024
Q4 | $4.2M | Hold |
31,812
| – | – | 2.24% | 8 |
|
|
2024
Q3 | $4.06M | Sell |
31,812
-457
| -1% | -$58.4K | 2.46% | 8 |
|
|
2024
Q2 | $3.83M | Sell |
32,269
-551
| -2% | -$65.3K | 2.51% | 8 |
|
|
2024
Q1 | $3.97M | Buy |
32,820
+739
| +2% | +$89.4K | 2.7% | 7 |
|
|
2023
Q4 | $3.63M | Buy |
32,081
+634
| +2% | +$71.7K | 2.84% | 7 |
|
|
2023
Q3 | $3.25M | Hold |
31,447
| – | – | 2.93% | 5 |
|
|
2023
Q2 | $3.46M | Sell |
31,447
-791
| -2% | -$87.1K | 2.87% | 5 |
|
|
2023
Q1 | $3.45M | Buy |
32,238
+10
| +0% | +$1.07K | 3.11% | 5 |
|
|
2022
Q4 | $3.57M | Buy |
+32,228
| New | +$3.57M | 3.25% | 5 |
|