Meritage Portfolio Management’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
$2.34M Sell
17,588
-16
-0.1% -$2.13K 0.15% 155
2025
Q1
$2.27M Sell
17,604
-361
-2% -$46.6K 0.15% 153
2024
Q4
$2.29M Sell
17,965
-178
-1% -$22.7K 0.14% 159
2024
Q3
$2.33M Sell
18,143
-336
-2% -$43.1K 0.14% 164
2024
Q2
$2.19M Sell
18,479
-953
-5% -$113K 0.14% 167
2024
Q1
$2.35M Sell
19,432
-560
-3% -$67.8K 0.15% 165
2023
Q4
$2.23M Sell
19,992
-573
-3% -$64K 0.15% 166
2023
Q3
$2.13M Sell
20,565
-136
-0.7% -$14.1K 0.16% 169
2023
Q2
$2.2M Sell
20,701
-1,228
-6% -$130K 0.16% 169
2023
Q1
$2.31M Sell
21,929
-607
-3% -$64.1K 0.17% 155
2022
Q4
$2.44M Sell
22,536
-1,593
-7% -$172K 0.19% 158
2022
Q3
$2.29M Buy
24,129
+1,653
+7% +$157K 0.19% 147
2022
Q2
$2.29M Buy
22,476
+5,716
+34% +$581K 0.18% 149
2022
Q1
$1.88M Sell
16,760
-835
-5% -$93.7K 0.12% 177
2021
Q4
$1.97M Buy
17,595
+1,756
+11% +$197K 0.11% 168
2021
Q3
$1.64M Sell
15,839
-660
-4% -$68.2K 0.1% 179
2021
Q2
$1.73M Sell
16,499
-192
-1% -$20.1K 0.1% 186
2021
Q1
$1.69M Sell
16,691
-719
-4% -$72.7K 0.11% 183
2020
Q4
$1.59M Sell
17,410
-36,952
-68% -$3.38M 0.12% 181
2020
Q3
$4.4M Buy
54,362
+11,346
+26% +$918K 0.39% 56
2020
Q2
$3.39M Buy
+43,016
New +$3.39M 0.33% 80