Mark Sheptoff Financial Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.38M | Hold |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.37M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $93.5K | Hold |
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|
2023
Q2 | $96K | Hold |
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|
2023
Q1 | $95.5K | Hold |
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|
2022
Q4 | $97.9K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $92K | Sell |
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|
2022
Q1 | $150K | Hold |
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|
2021
Q4 | $150K | Hold |
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|
2021
Q3 | $138K | Buy |
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|
2021
Q2 | $77K | Sell |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $77K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $467K | Sell |
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|
2018
Q4 | $449K | Buy |
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|
2018
Q3 | $492K | Buy |
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|
2018
Q2 | $458K | Hold |
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|
2018
Q1 | $455K | Buy |
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|
2017
Q4 | $455K | Hold |
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|
2017
Q3 | $431K | Buy |
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|
2017
Q2 | $363K | Buy |
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|
2017
Q1 | $337K | Buy |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $61K | Hold |
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|
2016
Q2 | $60K | Sell |
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|
2016
Q1 | $72K | Sell |
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|
2015
Q4 | $137K | Sell |
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|
2015
Q3 | $169K | Sell |
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|
2015
Q2 | $318K | Sell |
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|
2015
Q1 | $419K | Buy |
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|
2014
Q4 | $330K | Buy |
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|
2014
Q3 | $80K | Buy |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $13K | Buy |
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