Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $317K | Sell |
2,488
-425
| -15% | -$54.2K | 0.01% | 165 |
|
|
2024
Q3 | $373K | Buy |
2,913
+437
| +18% | +$56K | 0.02% | 159 |
|
|
2024
Q2 | $294K | Hold |
2,476
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $300K | Sell |
2,476
-83
| -3% | -$10K | 0.01% | 166 |
|
|
2023
Q4 | $286K | Buy |
2,559
+70
| +3% | +$7.81K | 0.01% | 160 |
|
|
2023
Q3 | $257K | Buy |
2,489
+55
| +2% | +$5.68K | 0.01% | 159 |
|
|
2023
Q2 | $258K | Sell |
2,434
-132
| -5% | -$14K | 0.01% | 188 |
|
|
2023
Q1 | $271K | Buy |
+2,566
| New | +$271K | 0.01% | 166 |
|
|
2022
Q3 | – | Sell |
-2,018
| Closed | -$205K | – | 194 |
|
|
2022
Q2 | $205K | Sell |
2,018
-850
| -30% | -$86.3K | 0.01% | 157 |
|
|
2022
Q1 | $322K | Buy |
2,868
+31
| +1% | +$3.48K | 0.03% | 154 |
|
|
2021
Q4 | $318K | Hold |
2,837
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $293K | Buy |
+2,837
| New | +$293K | 0.02% | 166 |
|
|
2015
Q2 | – | Sell |
-24,284
| Closed | -$1.66M | – | 43 |
|
|
2015
Q1 | $1.66M | Sell |
24,284
-1,356
| -5% | -$92.8K | 1.69% | 18 |
|
|
2014
Q4 | $1.74M | Sell |
25,640
-151
| -0.6% | -$10.2K | 2.49% | 11 |
|
|
2014
Q3 | $1.78M | Sell |
25,791
-877
| -3% | -$60.4K | 2.3% | 14 |
|
|
2014
Q2 | $1.78M | Sell |
26,668
-599
| -2% | -$40K | 1.8% | 14 |
|
|
2014
Q1 | $1.75M | Sell |
27,267
-703
| -3% | -$45.2K | 1.81% | 13 |
|
|
2013
Q4 | $1.74M | Sell |
27,970
-176
| -0.6% | -$11K | 0.74% | 34 |
|
|
2013
Q3 | $1.62M | Buy |
28,146
+311
| +1% | +$17.9K | 0.85% | 31 |
|
|
2013
Q2 | $1.57M | Buy |
+27,835
| New | +$1.57M | 2.04% | 13 |
|