Kovitz Investment Group Partners’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 | $25.7M | Buy |
192,665
+8,985
| +5% | +$1.2M | 0.11% | 168 |
|
|
2025
Q1 | $23.7M | Sell |
183,680
-18,872
| -9% | -$2.43M | 0.12% | 151 |
|
|
2024
Q4 | $25.9M | Buy |
202,552
+28,018
| +16% | +$3.58M | 0.13% | 147 |
|
|
2024
Q3 | $22.1M | Buy |
174,534
+171,029
| +4,880% | +$21.7M | 0.16% | 120 |
|
|
2024
Q2 | $416K | Sell |
3,505
-470
| -12% | -$55.7K | ﹤0.01% | 677 |
|
|
2024
Q1 | $481K | Buy |
+3,975
| New | +$481K | 0.01% | 509 |
|