Key Financial Inc’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 | $1.15M | Hold |
8,639
| – | – | 0.23% | 82 |
|
|
2025
Q1 | $1.11M | Buy |
8,639
+1,315
| +18% | +$170K | 0.24% | 72 |
|
|
2024
Q4 | $934K | Hold |
7,324
| – | – | 0.21% | 88 |
|
|
2024
Q3 | $939K | Hold |
7,324
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $869K | Sell |
7,324
-20
| -0.3% | -$2.37K | 0.21% | 87 |
|
|
2024
Q1 | $889K | Hold |
7,344
| – | – | 0.23% | 80 |
|
|
2023
Q4 | $820K | Hold |
7,344
| – | – | 0.22% | 84 |
|
|
2023
Q3 | $759K | Hold |
7,344
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $779K | Hold |
7,344
| – | – | 0.26% | 75 |
|
|
2023
Q1 | $775K | Buy |
7,344
+1,631
| +29% | +$172K | 0.28% | 70 |
|
|
2022
Q4 | $542K | Hold |
5,713
| – | – | 0.26% | 76 |
|
|
2022
Q3 | $542K | Hold |
5,713
| – | – | 0.25% | 77 |
|
|
2022
Q2 | $587K | Hold |
5,713
| – | – | 0.32% | 58 |
|
|
2022
Q1 | $641K | Buy |
5,713
+1,618
| +40% | +$182K | 0.32% | 58 |
|
|
2021
Q4 | $459K | Hold |
4,095
| – | – | 0.23% | 83 |
|
|
2021
Q3 | $423K | Hold |
4,095
| – | – | 0.24% | 83 |
|
|
2021
Q2 | $431K | Hold |
4,095
| – | – | 0.24% | 83 |
|
|
2021
Q1 | $414K | Hold |
4,095
| – | – | 0.27% | 74 |
|
|
2020
Q4 | $375K | Hold |
4,095
| – | – | 0.28% | 72 |
|
|
2020
Q3 | $331K | Hold |
4,095
| – | – | 0.34% | 74 |
|
|
2020
Q2 | $319K | Hold |
4,095
| – | – | 0.37% | 67 |
|
|
2020
Q1 | $295K | Sell |
4,095
-3,909
| -49% | -$282K | 0.3% | 65 |
|
|
2019
Q4 | $750K | Buy |
+8,004
| New | +$750K | 0.7% | 33 |
|