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Keystone Financial Group (Kentucky)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Buy
15,978
+275
+2% +$36.7K 0.19% 92
2025
Q1 		$2.02M Sell
15,703
-1,046
-6% -$135K 0.21% 93
2024
Q4 		$2.14M Buy
16,749
+83
+0.5% +$10.6K 0.21% 90
2024
Q3 		$2.14M Buy
+16,666
New +$2.14M 0.27% 70
2024
Q2 		– Sell
-17,053
Closed -$2.06M – 343
2024
Q1 		$2.06M Buy
17,053
+271
+2% +$32.8K 0.3% 68
2023
Q4 		$1.87M Sell
16,782
-820
-5% -$91.5K 0.33% 62
2023
Q3 		$1.82M Buy
17,602
+727
+4% +$75.1K 0.3% 66
2023
Q2 		$1.79M Buy
+16,875
New +$1.79M 0.3% 66
2022
Q4 		$1.94M Sell
17,952
-353
-2% -$38.2K 0.38% 62
2022
Q3 		$1.74M Buy
18,305
+158
+0.9% +$15K 0.35% 67
2022
Q2 		$1.85M Buy
18,147
+460
+3% +$46.8K 0.37% 70
2022
Q1 		$1.99M Buy
17,687
+1,685
+11% +$189K 0.34% 70
2021
Q4 		$1.79M Buy
16,002
+1,470
+10% +$165K 0.29% 74
2021
Q3 		$1.5M Sell
14,532
-875
-6% -$90.4K 0.27% 77
2021
Q2 		$1.61M Sell
15,407
-1,356
-8% -$142K 0.29% 79
2021
Q1 		$1.7M Buy
16,763
+45
+0.3% +$4.55K 0.33% 72
2020
Q4 		$1.53M Sell
16,718
-443
-3% -$40.5K 0.32% 76
2020
Q3 		$1.39M Buy
17,161
+462
+3% +$37.4K 0.34% 68
2020
Q2 		$1.32M Sell
16,699
-77
-0.5% -$6.07K 0.36% 65
2020
Q1 		$1.19M Buy
16,776
+10,393
+163% +$735K 0.39% 61
2019
Q4 		$598K Buy
6,383
+600
+10% +$56.2K 0.16% 113
2019
Q3 		$513K Buy
5,783
+579
+11% +$51.4K 0.16% 123
2019
Q2 		$455K Buy
5,204
+1,292
+33% +$113K 0.15% 126
2019
Q1 		$335K Buy
+3,912
New +$335K 0.12% 147