McClarren Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
11,577
+3,860
| +50% | +$580K | 1.02% | 19 |
|
|
2025
Q4 | $1.65M | Buy |
7,717
+1,819
| +31% | +$259K | 0.99% | 19 |
|
|
2025
Q3 | $1.67M | Sell |
5,898
-6,254
| -51% | -$859K | 1.02% | 20 |
|
|
2025
Q2 | $1.62M | Buy |
12,152
+6,242
| +106% | +$791K | 1.05% | 20 |
|
|
2025
Q1 | $1.57M | Buy |
+5,910
| New | +$774K | 1.04% | 18 |
|
|
2024
Q4 | – | Sell |
-5,984
| Closed | -$119 | – | 325 |
|
|
2024
Q3 | $119 | Buy |
5,984
+4,443
| +288% | +$548K | 0.02% | 92 |
|
|
2024
Q2 | $1.47M | Sell |
1,541
-10,855
| -88% | -$1.29M | 1.03% | 19 |
|
|
2024
Q1 | $1.5M | Sell |
12,396
-267
| -2% | -$30.6K | 1.08% | 19 |
|
|
2023
Q4 | $1.41M | Sell |
12,663
-276
| -2% | -$29K | 1.08% | 19 |
|
|
2023
Q3 | $1.33M | Sell |
12,939
-890
| -6% | -$95.5K | 1.16% | 16 |
|
|
2023
Q2 | $1.47M | Buy |
13,829
+238
| +2% | +$25K | 1.21% | 16 |
|
|
2023
Q1 | $1.43M | Sell |
13,591
-1,059
| -7% | -$114K | 1.3% | 15 |
|
|
2022
Q4 | $1.58M | Buy |
14,650
+6,611
| +82% | +$703K | 1.51% | 14 |
|
|
2022
Q3 | $762K | Buy |
+8,039
| New | +$836K | 0.76% | 22 |
|
|
2022
Q2 | – | Sell |
-7,961
| Closed | -$893K | – | 287 |
|
|
2022
Q1 | $893K | Sell |
7,961
-480
| -6% | -$53.5K | 0.65% | 25 |
|
|
2021
Q4 | $946K | Sell |
8,441
-1,218
| -13% | -$133K | 0.65% | 25 |
|
|
2021
Q3 | $998K | Sell |
9,659
-46
| -0.5% | -$4.86K | 0.78% | 22 |
|
|
2021
Q2 | $1.01M | Sell |
9,705
-58
| -0.6% | -$6.09K | 0.82% | 21 |
|
|
2021
Q1 | $987K | Sell |
9,763
-329
| -3% | -$31.7K | 0.88% | 20 |
|
|
2020
Q4 | $922K | Buy |
+10,092
| New | +$877K | 0.89% | 20 |
|
Other funds holding VYM
