Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Buy |
49,576
+1,244
| +3% | +$166K | 0.14% | 89 |
|
|
2025
Q1 | $6.23M | Sell |
48,332
-1,451
| -3% | -$187K | 0.15% | 83 |
|
|
2024
Q4 | $6.35M | Sell |
49,783
-3,972
| -7% | -$507K | 0.15% | 79 |
|
|
2024
Q3 | $6.89M | Sell |
53,755
-2,244
| -4% | -$288K | 0.17% | 72 |
|
|
2024
Q2 | $6.64M | Sell |
55,999
-7,568
| -12% | -$898K | 0.18% | 70 |
|
|
2024
Q1 | $7.69M | Buy |
63,567
+1,706
| +3% | +$206K | 0.2% | 72 |
|
|
2023
Q4 | $6.91M | Buy |
61,861
+3,862
| +7% | +$431K | 0.22% | 61 |
|
|
2023
Q3 | $5.99M | Sell |
57,999
-4,747
| -8% | -$490K | 0.22% | 63 |
|
|
2023
Q2 | $6.66M | Sell |
62,746
-1,172
| -2% | -$124K | 0.25% | 57 |
|
|
2023
Q1 | $6.74M | Sell |
63,918
-2,637
| -4% | -$278K | 0.28% | 53 |
|
|
2022
Q4 | $7.2M | Sell |
66,555
-1,976
| -3% | -$214K | 0.34% | 45 |
|
|
2022
Q3 | $6.5M | Buy |
68,531
+369
| +0.5% | +$35K | 0.34% | 43 |
|
|
2022
Q2 | $6.93M | Sell |
68,162
-905
| -1% | -$92K | 0.36% | 39 |
|
|
2022
Q1 | $7.75M | Sell |
69,067
-7,724
| -10% | -$867K | 0.36% | 42 |
|
|
2021
Q4 | $8.61M | Sell |
76,791
-6,315
| -8% | -$708K | 0.39% | 40 |
|
|
2021
Q3 | $8.59M | Sell |
83,106
-3,058
| -4% | -$316K | 0.44% | 35 |
|
|
2021
Q2 | $9.03M | Sell |
86,164
-450
| -0.5% | -$47.1K | 0.48% | 33 |
|
|
2021
Q1 | $8.76M | Sell |
86,614
-9,359
| -10% | -$946K | 0.51% | 34 |
|
|
2020
Q4 | $8.78M | Sell |
95,973
-5,921
| -6% | -$542K | 0.55% | 31 |
|
|
2020
Q3 | $8.25M | Sell |
101,894
-70,105
| -41% | -$5.67M | 0.62% | 30 |
|
|
2020
Q2 | $13.6M | Buy |
171,999
+10,279
| +6% | +$810K | 1.17% | 19 |
|
|
2020
Q1 | $11.4M | Buy |
161,720
+108,252
| +202% | +$7.66M | 1.26% | 20 |
|
|
2019
Q4 | $5.01M | Buy |
53,468
+2,560
| +5% | +$240K | 0.48% | 33 |
|
|
2019
Q3 | $4.52M | Buy |
50,908
+2,762
| +6% | +$245K | 0.48% | 31 |
|
|
2019
Q2 | $4.21M | Buy |
48,146
+2,220
| +5% | +$194K | 0.47% | 33 |
|
|
2019
Q1 | $3.93M | Sell |
45,926
-725
| -2% | -$62.1K | 0.46% | 35 |
|
|
2018
Q4 | $3.64M | Buy |
46,651
+6,965
| +18% | +$543K | 0.47% | 34 |
|
|
2018
Q3 | $3.46M | Buy |
39,686
+302
| +0.8% | +$26.3K | 0.46% | 34 |
|
|
2018
Q2 | $3.27M | Sell |
39,384
-3,766
| -9% | -$313K | 0.48% | 33 |
|
|
2018
Q1 | $3.56M | Buy |
43,150
+1,303
| +3% | +$107K | 0.57% | 26 |
|
|
2017
Q4 | $3.58M | Buy |
41,847
+2,162
| +5% | +$185K | 0.61% | 26 |
|
|
2017
Q3 | $3.22M | Buy |
39,685
+1,939
| +5% | +$157K | 0.59% | 29 |
|
|
2017
Q2 | $2.95M | Buy |
37,746
+6,401
| +20% | +$500K | 0.56% | 29 |
|
|
2017
Q1 | $2.43M | Buy |
31,345
+1,140
| +4% | +$88.5K | 0.47% | 30 |
|
|
2016
Q4 | $2.29M | Buy |
30,205
+19,920
| +194% | +$1.51M | 0.46% | 31 |
|
|
2016
Q3 | $742K | Buy |
+10,285
| New | +$742K | 0.18% | 64 |
|