Mitchell Sinkler & Starr’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 | $508K | Sell |
3,810
-2,050
| -35% | -$273K | 0.24% | 90 |
|
|
2025
Q1 | $756K | Hold |
5,860
| – | – | 0.21% | 76 |
|
|
2024
Q4 | $748K | Hold |
5,860
| – | – | 0.2% | 82 |
|
|
2024
Q3 | $751K | Buy |
5,860
+860
| +17% | +$110K | 0.19% | 86 |
|
|
2024
Q2 | $617K | Buy |
5,000
+1,500
| +43% | +$185K | 0.16% | 91 |
|
|
2024
Q1 | $423K | Sell |
3,500
-7,250
| -67% | -$877K | 0.11% | 119 |
|
|
2023
Q4 | $1.2M | Buy |
+10,750
| New | +$1.2M | 0.22% | 85 |
|
|
2023
Q3 | – | Sell |
-6,935
| Closed | -$736K | – | 139 |
|
|
2023
Q2 | $736K | Sell |
6,935
-175
| -2% | -$18.6K | 0.21% | 80 |
|
|
2023
Q1 | $750K | Buy |
7,110
+2,885
| +68% | +$304K | 0.22% | 79 |
|
|
2022
Q4 | $457K | Sell |
4,225
-200
| -5% | -$21.6K | 0.15% | 100 |
|
|
2022
Q3 | $420K | Buy |
4,425
+490
| +12% | +$46.5K | 0.16% | 84 |
|
|
2022
Q2 | $400K | Hold |
3,935
| – | – | 0.15% | 85 |
|
|
2022
Q1 | $442K | Hold |
3,935
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $441K | Hold |
3,935
| – | – | 0.13% | 88 |
|
|
2021
Q3 | $407K | Hold |
3,935
| – | – | 0.37% | 75 |
|
|
2021
Q2 | $412K | Hold |
3,935
| – | – | 0.37% | 75 |
|
|
2021
Q1 | $398K | Buy |
3,935
+460
| +13% | +$46.5K | 0.39% | 75 |
|
|
2020
Q4 | $318K | Hold |
3,475
| – | – | 0.3% | 80 |
|
|
2020
Q3 | $281K | Sell |
3,475
-700
| -17% | -$56.6K | 0.29% | 80 |
|
|
2020
Q2 | $329K | Sell |
4,175
-40
| -0.9% | -$3.15K | 0.37% | 70 |
|
|
2020
Q1 | $298K | Hold |
4,215
| – | – | 0.39% | 72 |
|
|
2019
Q4 | $395K | Buy |
4,215
+525
| +14% | +$49.2K | 0.42% | 68 |
|
|
2019
Q3 | $327K | Buy |
+3,690
| New | +$327K | 0.42% | 69 |
|