Mark Sheptoff Financial Planning’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 | $1.38M | Hold |
10,364
| – | – | 0.74% | 28 |
|
|
2025
Q1 | $1.34M | Sell |
10,364
-476
| -4% | -$61.4K | 0.74% | 27 |
|
|
2024
Q4 | $1.38M | Sell |
10,840
-99
| -0.9% | -$12.6K | 0.74% | 28 |
|
|
2024
Q3 | $1.4M | Sell |
10,939
-584
| -5% | -$74.9K | 0.75% | 29 |
|
|
2024
Q2 | $1.37M | Sell |
11,523
-798
| -6% | -$94.6K | 0.76% | 27 |
|
|
2024
Q1 | $1.49M | Buy |
12,321
+11,416
| +1,261% | +$1.38M | 0.83% | 27 |
|
|
2023
Q4 | $101K | Hold |
905
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $93.5K | Hold |
905
| – | – | 0.06% | 113 |
|
|
2023
Q2 | $96K | Hold |
905
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $95.5K | Hold |
905
| – | – | 0.06% | 117 |
|
|
2022
Q4 | $97.9K | Hold |
905
| – | – | 0.06% | 111 |
|
|
2022
Q3 | $86K | Hold |
905
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $92K | Sell |
905
-430
| -32% | -$43.7K | 0.05% | 120 |
|
|
2022
Q1 | $150K | Hold |
1,335
| – | – | 0.08% | 116 |
|
|
2021
Q4 | $150K | Hold |
1,335
| – | – | 0.07% | 117 |
|
|
2021
Q3 | $138K | Buy |
1,335
+600
| +82% | +$62K | 0.08% | 123 |
|
|
2021
Q2 | $77K | Sell |
735
-220
| -23% | -$23K | 0.04% | 152 |
|
|
2021
Q1 | $97K | Hold |
955
| – | – | 0.06% | 128 |
|
|
2020
Q4 | $87K | Hold |
955
| – | – | 0.05% | 134 |
|
|
2020
Q3 | $77K | Hold |
955
| – | – | 0.05% | 130 |
|
|
2020
Q2 | $75K | Hold |
955
| – | – | 0.05% | 130 |
|
|
2020
Q1 | $68K | Sell |
955
-1,650
| -63% | -$117K | 0.05% | 119 |
|
|
2019
Q4 | $244K | Sell |
2,605
-100
| -4% | -$9.37K | 0.15% | 83 |
|
|
2019
Q3 | $240K | Sell |
2,705
-2,850
| -51% | -$253K | 0.16% | 87 |
|
|
2019
Q2 | $485K | Buy |
5,555
+100
| +2% | +$8.73K | 0.33% | 57 |
|
|
2019
Q1 | $467K | Sell |
5,455
-300
| -5% | -$25.7K | 0.34% | 56 |
|
|
2018
Q4 | $449K | Buy |
5,755
+100
| +2% | +$7.8K | 0.37% | 52 |
|
|
2018
Q3 | $492K | Buy |
5,655
+140
| +3% | +$12.2K | 0.34% | 62 |
|
|
2018
Q2 | $458K | Hold |
5,515
| – | – | 0.34% | 68 |
|
|
2018
Q1 | $455K | Buy |
5,515
+200
| +4% | +$16.5K | 0.32% | 72 |
|
|
2017
Q4 | $455K | Hold |
5,315
| – | – | 0.3% | 72 |
|
|
2017
Q3 | $431K | Buy |
5,315
+675
| +15% | +$54.7K | 0.29% | 70 |
|
|
2017
Q2 | $363K | Buy |
4,640
+299
| +7% | +$23.4K | 0.25% | 79 |
|
|
2017
Q1 | $337K | Buy |
4,341
+3,501
| +417% | +$272K | 0.24% | 79 |
|
|
2016
Q4 | $64K | Hold |
840
| – | – | 0.05% | 162 |
|
|
2016
Q3 | $61K | Hold |
840
| – | – | 0.05% | 162 |
|
|
2016
Q2 | $60K | Sell |
840
-200
| -19% | -$14.3K | 0.04% | 150 |
|
|
2016
Q1 | $72K | Sell |
1,040
-1,008
| -49% | -$69.8K | 0.06% | 133 |
|
|
2015
Q4 | $137K | Sell |
2,048
-657
| -24% | -$44K | 0.11% | 115 |
|
|
2015
Q3 | $169K | Sell |
2,705
-2,023
| -43% | -$126K | 0.15% | 100 |
|
|
2015
Q2 | $318K | Sell |
4,728
-1,400
| -23% | -$94.2K | 0.26% | 77 |
|
|
2015
Q1 | $419K | Buy |
6,128
+1,326
| +28% | +$90.7K | 0.35% | 66 |
|
|
2014
Q4 | $330K | Buy |
4,802
+3,602
| +300% | +$248K | 0.29% | 76 |
|
|
2014
Q3 | $80K | Buy |
1,200
+1,000
| +500% | +$66.7K | 0.07% | 152 |
|
|
2014
Q2 | $13K | Hold |
200
| – | – | 0.01% | 258 |
|
|
2014
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 262 |
|