McAlister Sweet & Associates’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 | $653K | Sell |
4,900
-70
| -1% | -$9.33K | 0.58% | 18 |
|
|
2025
Q1 | $641K | Buy |
+4,970
| New | +$641K | 0.49% | 19 |
|
|
2024
Q4 | – | Sell |
-5,520
| Closed | -$708K | – | 32 |
|
|
2024
Q3 | $708K | Sell |
5,520
-87
| -2% | -$11.2K | 0.58% | 20 |
|
|
2024
Q2 | $665K | Sell |
5,607
-75
| -1% | -$8.9K | 0.48% | 21 |
|
|
2024
Q1 | $687K | Sell |
5,682
-137
| -2% | -$16.6K | 0.54% | 19 |
|
|
2023
Q4 | $650K | Sell |
5,819
-218
| -4% | -$24.3K | 0.6% | 20 |
|
|
2023
Q3 | $624K | Sell |
6,037
-30
| -0.5% | -$3.1K | 0.53% | 20 |
|
|
2023
Q2 | $644K | Sell |
6,067
-968
| -14% | -$103K | 0.55% | 20 |
|
|
2023
Q1 | $742K | Sell |
7,035
-127
| -2% | -$13.4K | 0.82% | 16 |
|
|
2022
Q4 | $775K | Hold |
7,162
| – | – | 1.15% | 14 |
|
|
2022
Q3 | $680K | Sell |
7,162
-45,770
| -86% | -$4.35M | 0.73% | 20 |
|
|
2022
Q2 | $5.38M | Sell |
52,932
-84,908
| -62% | -$8.63M | 5.46% | 4 |
|
|
2022
Q1 | $15.5M | Buy |
137,840
+7,215
| +6% | +$810K | 16.44% | 1 |
|
|
2021
Q4 | $14.6M | Buy |
+130,625
| New | +$14.6M | 12.78% | 2 |
|