Morton Capital 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 | $1.25M | Buy |
9,351
+377
| +4% | +$50.3K | 0.22% | 42 |
|
|
2025
Q1 | $1.16M | Buy |
8,974
+1,056
| +13% | +$136K | 0.22% | 42 |
|
|
2024
Q4 | $1.01M | Buy |
7,918
+3
| +0% | +$383 | 0.19% | 46 |
|
|
2024
Q3 | $1.01M | Buy |
7,915
+3
| +0% | +$385 | 0.2% | 42 |
|
|
2024
Q2 | $938K | Buy |
7,912
+3
| +0% | +$356 | 0.22% | 41 |
|
|
2024
Q1 | $957K | Buy |
7,909
+364
| +5% | +$44K | 0.26% | 39 |
|
|
2023
Q4 | $842K | Buy |
7,545
+25
| +0.3% | +$2.79K | 0.25% | 39 |
|
|
2023
Q3 | $777K | Hold |
7,520
| – | – | 0.28% | 37 |
|
|
2023
Q2 | $798K | Sell |
7,520
-4,750
| -39% | -$504K | 0.27% | 38 |
|
|
2023
Q1 | $1.29M | Buy |
12,270
+4,000
| +48% | +$422K | 0.46% | 21 |
|
|
2022
Q4 | $895K | Hold |
8,270
| – | – | 0.35% | 31 |
|
|
2022
Q3 | $785K | Buy |
8,270
+1
| +0% | +$95 | 0.36% | 27 |
|
|
2022
Q2 | $841K | Hold |
8,269
| – | – | 0.37% | 29 |
|
|
2022
Q1 | $928K | Hold |
8,269
| – | – | 0.38% | 25 |
|
|
2021
Q4 | $927K | Buy |
+8,269
| New | +$927K | 0.38% | 27 |
|