L.J. Altfest & Co’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 | $592K | Buy |
4,444
+55
| +1% | +$7.33K | 0.07% | 196 |
|
|
2025
Q1 | $566K | Sell |
4,389
-220
| -5% | -$28.4K | 0.07% | 191 |
|
|
2024
Q4 | $588K | Buy |
4,609
+5
| +0.1% | +$638 | 0.08% | 184 |
|
|
2024
Q3 | $590K | Sell |
4,604
-62
| -1% | -$7.95K | 0.08% | 191 |
|
|
2024
Q2 | $553K | Sell |
4,666
-208
| -4% | -$24.7K | 0.08% | 177 |
|
|
2024
Q1 | $590K | Sell |
4,874
-2,265
| -32% | -$274K | 0.08% | 172 |
|
|
2023
Q4 | $797K | Buy |
7,139
+1,796
| +34% | +$201K | 0.12% | 131 |
|
|
2023
Q3 | $552K | Sell |
5,343
-90
| -2% | -$9.3K | 0.09% | 163 |
|
|
2023
Q2 | $576K | Hold |
5,433
| – | – | 0.09% | 161 |
|
|
2023
Q1 | $573K | Hold |
5,433
| – | – | 0.09% | 150 |
|
|
2022
Q4 | $588K | Sell |
5,433
-843
| -13% | -$91.2K | 0.1% | 140 |
|
|
2022
Q3 | $595K | Sell |
6,276
-4
| -0.1% | -$379 | 0.11% | 122 |
|
|
2022
Q2 | $639K | Buy |
6,280
+96
| +2% | +$9.77K | 0.11% | 123 |
|
|
2022
Q1 | $694K | Buy |
6,184
+588
| +11% | +$66K | 0.12% | 125 |
|
|
2021
Q4 | $627K | Hold |
5,596
| – | – | 0.12% | 126 |
|
|
2021
Q3 | $578K | Sell |
5,596
-463
| -8% | -$47.8K | 0.12% | 123 |
|
|
2021
Q2 | $635K | Hold |
6,059
| – | – | 0.14% | 114 |
|
|
2021
Q1 | $613K | Hold |
6,059
| – | – | 0.14% | 116 |
|
|
2020
Q4 | $554K | Buy |
6,059
+3,053
| +102% | +$279K | 0.14% | 119 |
|
|
2020
Q3 | $243K | Buy |
+3,006
| New | +$243K | 0.06% | 196 |
|