Keystone Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Hold |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.97M | Sell |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.59M | Sell |
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|
2022
Q1 | $2.91M | Sell |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $3.05M | Sell |
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|
2020
Q4 | $7.98M | Sell |
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|
2020
Q3 | $7.36M | Sell |
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|
2020
Q2 | $7.97M | Sell |
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|
2020
Q1 | $7.3M | Sell |
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|
2019
Q4 | $9.8M | Buy |
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|
2019
Q3 | $9.15M | Sell |
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|
2019
Q2 | $9.02M | Buy |
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|
2019
Q1 | $8.8M | Buy |
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|
2018
Q4 | $7.73M | Buy |
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|
2018
Q3 | $8.5M | Buy |
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|
2018
Q2 | $8.04M | Sell |
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|
2018
Q1 | $8.11M | Sell |
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|
2017
Q4 | $8.47M | Sell |
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|
2017
Q3 | $8.41M | Buy |
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|
2017
Q2 | $7.39M | Sell |
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|
2017
Q1 | $7.49M | Sell |
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|
2016
Q4 | $7.49M | Sell |
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|
2016
Q3 | $7.32M | Buy |
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|
2016
Q2 | $7.11M | Buy |
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|
2016
Q1 | $6.64M | Buy |
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|
2015
Q4 | $5.63M | Buy |
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|
2015
Q3 | $4.56M | Buy |
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|
2015
Q2 | $4.08M | Buy |
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|
2015
Q1 | $4.09M | Buy |
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|
2014
Q4 | $3.73M | Buy |
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|
2014
Q3 | $3.23M | Buy |
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|
2014
Q2 | $3.13M | Sell |
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|
2014
Q1 | $3.31M | Buy |
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|
2013
Q4 | $2.57M | Buy |
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