MYIA
Mount Yale Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Sell |
64,473
-3,643
| -5% | -$486K | 0.67% | 23 |
|
|
2025
Q1 | $8.78M | Sell |
68,116
-830
| -1% | -$107K | 0.75% | 20 |
|
|
2024
Q4 | $8.8M | Buy |
68,946
+2,053
| +3% | +$262K | 0.71% | 18 |
|
|
2024
Q3 | $8.58M | Sell |
66,893
-498
| -0.7% | -$63.8K | 0.82% | 10 |
|
|
2024
Q2 | $7.99M | Buy |
67,391
+182
| +0.3% | +$21.6K | 0.63% | 17 |
|
|
2024
Q1 | $8.13M | Buy |
67,209
+419
| +0.6% | +$50.7K | 0.62% | 19 |
|
|
2023
Q4 | $7.46M | Buy |
66,790
+3,991
| +6% | +$446K | 0.71% | 14 |
|
|
2023
Q3 | $6.49M | Sell |
62,799
-2,482
| -4% | -$256K | 0.71% | 15 |
|
|
2023
Q2 | $6.92M | Buy |
65,281
+459
| +0.7% | +$48.7K | 0.73% | 19 |
|
|
2023
Q1 | $6.84M | Buy |
64,822
+3,953
| +6% | +$417K | 0.77% | 19 |
|
|
2022
Q4 | $6.59M | Buy |
60,869
+2,038
| +3% | +$221K | 0.75% | 25 |
|
|
2022
Q3 | $5.58M | Buy |
58,831
+2,007
| +4% | +$190K | 0.74% | 20 |
|
|
2022
Q2 | $5.78M | Buy |
56,824
+2,377
| +4% | +$242K | 0.73% | 26 |
|
|
2022
Q1 | $6.11M | Sell |
54,447
-4,604
| -8% | -$517K | 0.66% | 27 |
|
|
2021
Q4 | $6.62M | Buy |
59,051
+1,158
| +2% | +$130K | 0.69% | 25 |
|
|
2021
Q3 | $5.98M | Sell |
57,893
-3,535
| -6% | -$365K | 0.69% | 27 |
|
|
2021
Q2 | $6.44M | Sell |
61,428
-1,058
| -2% | -$111K | 0.78% | 24 |
|
|
2021
Q1 | $6.32M | Sell |
62,486
-78
| -0.1% | -$7.89K | 0.82% | 23 |
|
|
2020
Q4 | $5.73M | Sell |
62,564
-5,237
| -8% | -$479K | 0.8% | 20 |
|
|
2020
Q3 | $5.49M | Sell |
67,801
-2,703
| -4% | -$219K | 0.78% | 15 |
|
|
2020
Q2 | $5.55M | Buy |
70,504
+9,117
| +15% | +$718K | 0.99% | 16 |
|
|
2020
Q1 | $4.34M | Sell |
61,387
-12,951
| -17% | -$916K | 0.98% | 20 |
|
|
2019
Q4 | $6.79M | Buy |
74,338
+14,084
| +23% | +$1.29M | 1.18% | 23 |
|
|
2019
Q3 | $5.5M | Sell |
60,254
-259
| -0.4% | -$23.6K | 0.98% | 29 |
|
|
2019
Q2 | $5.16M | Sell |
60,513
-1,386
| -2% | -$118K | 0.95% | 29 |
|
|
2019
Q1 | $5.3M | Buy |
61,899
+7,359
| +13% | +$630K | 0.99% | 28 |
|
|
2018
Q4 | $4.53M | Buy |
54,540
+3,582
| +7% | +$298K | 0.92% | 29 |
|
|
2018
Q3 | $4.39M | Sell |
50,958
-3,129
| -6% | -$270K | 0.77% | 31 |
|
|
2018
Q2 | $4.49M | Buy |
54,087
+10
| +0% | +$831 | 0.85% | 30 |
|
|
2018
Q1 | $4.46M | Buy |
+54,077
| New | +$4.46M | 0.96% | 27 |
|