Larson Financial Group’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 | $2.8M | Buy |
20,998
+7,748
| +58% | +$1.03M | 0.11% | 177 |
|
|
2025
Q1 | $1.71M | Sell |
13,250
-369
| -3% | -$47.6K | 0.08% | 208 |
|
|
2024
Q4 | $1.74M | Buy |
13,619
+5,637
| +71% | +$719K | 0.09% | 185 |
|
|
2024
Q3 | $1.02M | Buy |
7,982
+9
| +0.1% | +$1.15K | 0.06% | 224 |
|
|
2024
Q2 | $946K | Buy |
7,973
+422
| +6% | +$50.1K | 0.06% | 201 |
|
|
2024
Q1 | $914K | Sell |
7,551
-3,073
| -29% | -$372K | 0.07% | 174 |
|
|
2023
Q4 | $1.19M | Sell |
10,624
-5,364
| -34% | -$599K | 0.1% | 154 |
|
|
2023
Q3 | $1.65M | Buy |
15,988
+1,397
| +10% | +$144K | 0.16% | 117 |
|
|
2023
Q2 | $1.55M | Sell |
14,591
-433
| -3% | -$45.9K | 0.15% | 124 |
|
|
2023
Q1 | $1.58M | Buy |
15,024
+3,691
| +33% | +$389K | 0.17% | 118 |
|
|
2022
Q4 | $1.23M | Sell |
11,333
-43
| -0.4% | -$4.65K | 0.15% | 139 |
|
|
2022
Q3 | $1.08M | Buy |
11,376
+57
| +0.5% | +$5.41K | 0.15% | 126 |
|
|
2022
Q2 | $1.15M | Buy |
11,319
+1,770
| +19% | +$180K | 0.2% | 61 |
|
|
2022
Q1 | $1.07M | Sell |
9,549
-1,850
| -16% | -$208K | 0.17% | 70 |
|
|
2021
Q4 | $1.28M | Sell |
11,399
-1,728
| -13% | -$194K | 0.2% | 62 |
|
|
2021
Q3 | $1.36M | Sell |
13,127
-564
| -4% | -$58.3K | 0.27% | 50 |
|
|
2021
Q2 | $1.43M | Buy |
13,691
+5,363
| +64% | +$562K | 0.33% | 39 |
|
|
2021
Q1 | $842K | Buy |
8,328
+2,173
| +35% | +$220K | 0.25% | 46 |
|
|
2020
Q4 | $563K | Buy |
6,155
+1,933
| +46% | +$177K | 0.19% | 53 |
|
|
2020
Q3 | $342K | Sell |
4,222
-604
| -13% | -$48.9K | 0.14% | 67 |
|
|
2020
Q2 | $380K | Sell |
4,826
-439
| -8% | -$34.6K | 0.18% | 66 |
|
|
2020
Q1 | $373K | Buy |
5,265
+1,111
| +27% | +$78.7K | 0.23% | 60 |
|
|
2019
Q4 | $389K | Buy |
4,154
+18
| +0.4% | +$1.69K | 0.22% | 59 |
|
|
2019
Q3 | $367K | Buy |
4,136
+1,798
| +77% | +$160K | 0.24% | 55 |
|
|
2019
Q2 | $204K | Buy |
2,338
+871
| +59% | +$76K | 0.15% | 60 |
|
|
2019
Q1 | $126K | Buy |
1,467
+77
| +6% | +$6.61K | 0.1% | 72 |
|
|
2018
Q4 | $108K | Buy |
+1,390
| New | +$108K | 0.1% | 74 |
|