Mayflower Financial Advisors’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 | $950K | Buy |
7,125
+42
| +0.6% | +$5.6K | 0.13% | 153 |
|
|
2025
Q1 | $913K | Buy |
7,083
+86
| +1% | +$11.1K | 0.14% | 154 |
|
|
2024
Q4 | $893K | Buy |
6,997
+54
| +0.8% | +$6.89K | 0.13% | 150 |
|
|
2024
Q3 | $890K | Sell |
6,943
-233
| -3% | -$29.9K | 0.13% | 149 |
|
|
2024
Q2 | $851K | Buy |
7,176
+468
| +7% | +$55.5K | 0.14% | 146 |
|
|
2024
Q1 | $812K | Buy |
6,708
+371
| +6% | +$44.9K | 0.14% | 154 |
|
|
2023
Q4 | $707K | Sell |
6,337
-323
| -5% | -$36.1K | 0.1% | 170 |
|
|
2023
Q3 | $688K | Sell |
6,660
-120
| -2% | -$12.4K | 0.1% | 155 |
|
|
2023
Q2 | $719K | Buy |
6,780
+110
| +2% | +$11.7K | 0.09% | 161 |
|
|
2023
Q1 | $704K | Sell |
6,670
-130
| -2% | -$13.7K | 0.09% | 160 |
|
|
2022
Q4 | $736K | Buy |
6,800
+312
| +5% | +$33.8K | 0.1% | 151 |
|
|
2022
Q3 | $616K | Buy |
6,488
+488
| +8% | +$46.3K | 0.1% | 150 |
|
|
2022
Q2 | $610K | Buy |
6,000
+452
| +8% | +$46K | 0.09% | 160 |
|
|
2022
Q1 | $623K | Buy |
5,548
+202
| +4% | +$22.7K | 0.08% | 171 |
|
|
2021
Q4 | $599K | Buy |
5,346
+362
| +7% | +$40.6K | 0.08% | 176 |
|
|
2021
Q3 | $538K | Buy |
4,984
+486
| +11% | +$52.5K | 0.07% | 178 |
|
|
2021
Q2 | $471K | Buy |
4,498
+43
| +1% | +$4.5K | 0.06% | 178 |
|
|
2021
Q1 | $450K | Buy |
4,455
+324
| +8% | +$32.7K | 0.07% | 177 |
|
|
2020
Q4 | $378K | Buy |
+4,131
| New | +$378K | 0.07% | 170 |
|