Marcum Wealth’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
Q1 | $946K | Sell |
7,335
-644
| -8% | -$83K | 0.08% | 119 |
|
|
2024
Q4 | $1.02M | Sell |
7,979
-60
| -0.7% | -$7.66K | 0.09% | 113 |
|
|
2024
Q3 | $1.03M | Sell |
8,039
-163
| -2% | -$20.9K | 0.1% | 106 |
|
|
2024
Q2 | $973K | Sell |
8,202
-1,467
| -15% | -$174K | 0.1% | 107 |
|
|
2024
Q1 | $1.17M | Sell |
9,669
-1,029
| -10% | -$124K | 0.12% | 89 |
|
|
2023
Q4 | $1.19M | Sell |
10,698
-833
| -7% | -$93K | 0.13% | 85 |
|
|
2023
Q3 | $1.19M | Sell |
11,531
-1,773
| -13% | -$183K | 0.14% | 81 |
|
|
2023
Q2 | $1.41M | Sell |
13,304
-667
| -5% | -$70.7K | 0.17% | 67 |
|
|
2023
Q1 | $1.47M | Sell |
13,971
-742
| -5% | -$78.3K | 0.18% | 65 |
|
|
2022
Q4 | $1.59M | Sell |
14,713
-93
| -0.6% | -$10.1K | 0.21% | 55 |
|
|
2022
Q3 | $1.41M | Sell |
14,806
-170
| -1% | -$16.1K | 0.21% | 59 |
|
|
2022
Q2 | $1.52M | Sell |
14,976
-1,317
| -8% | -$134K | 0.23% | 57 |
|
|
2022
Q1 | $1.83M | Sell |
16,293
-186
| -1% | -$20.9K | 0.25% | 50 |
|
|
2021
Q4 | $1.85M | Sell |
16,479
-1,287
| -7% | -$144K | 0.26% | 53 |
|
|
2021
Q3 | $1.84M | Buy |
17,766
+4,046
| +29% | +$418K | 0.29% | 45 |
|
|
2021
Q2 | $1.44M | Sell |
13,720
-8,768
| -39% | -$918K | 0.23% | 56 |
|
|
2021
Q1 | $2.27M | Sell |
22,488
-3,874
| -15% | -$392K | 0.37% | 31 |
|
|
2020
Q4 | $2.41M | Sell |
26,362
-8,123
| -24% | -$743K | 0.57% | 21 |
|
|
2020
Q3 | $2.79M | Sell |
34,485
-513
| -1% | -$41.5K | 0.86% | 18 |
|
|
2020
Q2 | $2.76M | Buy |
+34,998
| New | +$2.76M | 0.85% | 19 |
|