Mogy Joel R Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $801K | Hold |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $781K | Sell |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $865K | Hold |
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|
2023
Q4 | $798K | Sell |
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|
2023
Q3 | $745K | Sell |
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|
2023
Q2 | $774K | Sell |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $809K | Buy |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $814K | Sell |
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|
2021
Q2 | $873K | Sell |
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|
2021
Q1 | $862K | Sell |
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|
2020
Q4 | $783K | Hold |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $659K | Hold |
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|
2020
Q1 | $591K | Sell |
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|
2019
Q4 | $797K | Hold |
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|
2019
Q3 | $754K | Sell |
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|
2019
Q2 | $751K | Sell |
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|
2019
Q1 | $762K | Buy |
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|
2018
Q4 | $682K | Sell |
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|
2018
Q3 | $769K | Sell |
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|
2018
Q2 | $747K | Sell |
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|
2018
Q1 | $782K | Sell |
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|
2017
Q4 | $846K | Sell |
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|
2017
Q3 | $811K | Hold |
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|
2017
Q2 | $782K | Sell |
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|
2017
Q1 | $804K | Sell |
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|
2016
Q4 | $792K | Buy |
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|
2016
Q3 | $739K | Buy |
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|
2016
Q2 | $690K | Hold |
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|
2016
Q1 | $666K | Buy |
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|
2015
Q4 | $680 | Sell |
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|
2015
Q3 | $622K | Buy |
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|
2015
Q2 | $600K | Buy |
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|
2015
Q1 | $516K | Buy |
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|
2014
Q4 | $516K | Hold |
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|
2014
Q3 | $498K | Hold |
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|
2014
Q2 | $497K | Hold |
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|
2014
Q1 | $473K | Buy |
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|
2013
Q4 | $449K | Hold |
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|
2013
Q3 | $414K | Hold |
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|
2013
Q2 | $406K | Buy |
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