Keebeck 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 | $409K | Hold |
3,065
| – | – | 0.05% | 234 |
|
|
2025
Q1 | $395K | Hold |
3,065
| – | – | 0.06% | 186 |
|
|
2024
Q4 | $391K | Buy |
3,065
+24
| +0.8% | +$3.06K | 0.06% | 187 |
|
|
2024
Q3 | $390K | Buy |
3,041
+5
| +0.2% | +$641 | 0.06% | 191 |
|
|
2024
Q2 | $360K | Sell |
3,036
-23
| -0.8% | -$2.73K | 0.05% | 200 |
|
|
2024
Q1 | $370K | Sell |
3,059
-780
| -20% | -$94.4K | 0.05% | 212 |
|
|
2023
Q4 | $429K | Sell |
3,839
-509
| -12% | -$56.8K | 0.07% | 194 |
|
|
2023
Q3 | $449K | Hold |
4,348
| – | – | 0.08% | 185 |
|
|
2023
Q2 | $461K | Buy |
4,348
+804
| +23% | +$85.3K | 0.06% | 186 |
|
|
2023
Q1 | $374K | Buy |
3,544
+146
| +4% | +$15.4K | 0.06% | 185 |
|
|
2022
Q4 | $368K | Hold |
3,398
| – | – | 0.06% | 178 |
|
|
2022
Q3 | $322K | Buy |
3,398
+18
| +0.5% | +$1.71K | 0.06% | 184 |
|
|
2022
Q2 | $344K | Buy |
3,380
+6
| +0.2% | +$611 | 0.07% | 185 |
|
|
2022
Q1 | $379K | Buy |
3,374
+1,114
| +49% | +$125K | 0.06% | 182 |
|
|
2021
Q4 | $253K | Buy |
2,260
+250
| +12% | +$28K | 0.05% | 196 |
|
|
2021
Q3 | $208K | Sell |
2,010
-935
| -32% | -$96.8K | 0.04% | 204 |
|
|
2021
Q2 | $309K | Buy |
2,945
+935
| +47% | +$98.1K | 0.04% | 203 |
|
|
2021
Q1 | $203K | Buy |
+2,010
| New | +$203K | 0.03% | 226 |
|
|
2020
Q3 | – | Sell |
-2,010
| Closed | -$158K | – | 358 |
|
|
2020
Q2 | $158K | Buy |
+2,010
| New | +$158K | 0.05% | 164 |
|