Murphy Middleton Hinkle & Parker’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
$911K Hold
7,065
0.51% 60
2025
Q1
$911K Hold
7,065
0.51% 60
2024
Q4
$901K Hold
7,065
0.51% 61
2024
Q3
$906K Hold
7,065
0.49% 64
2024
Q2
$838K Buy
7,065
+881
+14% +$104K 0.49% 63
2024
Q1
$748K Buy
6,184
+2,499
+68% +$302K 0.44% 71
2023
Q4
$411K Buy
3,685
+3
+0.1% +$335 0.25% 95
2023
Q3
$380K Buy
3,682
+11
+0.3% +$1.14K 0.24% 98
2023
Q2
$389K Buy
3,671
+12
+0.3% +$1.27K 0.24% 99
2023
Q1
$386K Buy
3,659
+10
+0.3% +$1.06K 0.24% 97
2022
Q4
$395K Buy
3,649
+12
+0.3% +$1.3K 0.25% 98
2022
Q3
$345K Buy
3,637
+11
+0.3% +$1.04K 0.24% 96
2022
Q2
$369K Buy
3,626
+11
+0.3% +$1.12K 0.24% 103
2022
Q1
$406K Buy
3,615
+8
+0.2% +$898 0.22% 105
2021
Q4
$404K Buy
3,607
+11
+0.3% +$1.23K 0.22% 106
2021
Q3
$372K Buy
3,596
+10
+0.3% +$1.03K 0.22% 105
2021
Q2
$376K Buy
3,586
+9
+0.3% +$944 0.21% 107
2021
Q1
$362K Buy
3,577
+9
+0.3% +$911 0.21% 109
2020
Q4
$327K Buy
3,568
+11
+0.3% +$1.01K 0.22% 114
2020
Q3
$288K Buy
3,557
+12
+0.3% +$972 0.21% 109
2020
Q2
$279K Buy
3,545
+14
+0.4% +$1.1K 0.21% 107
2020
Q1
$250K Hold
3,531
0.22% 103
2019
Q4
$331K Sell
3,531
-64
-2% -$6K 0.22% 106
2019
Q3
$319K Sell
3,595
-98
-3% -$8.7K 0.23% 101
2019
Q2
$323K Sell
3,693
-951
-20% -$83.2K 0.23% 100
2019
Q1
$398K Buy
4,644
+12
+0.3% +$1.03K 0.27% 91
2018
Q4
$361K Sell
4,632
-100
-2% -$7.79K 0.28% 91
2018
Q3
$412K Hold
4,732
0.29% 91
2018
Q2
$393K Buy
4,732
+24
+0.5% +$1.99K 0.29% 88
2018
Q1
$388K Hold
4,708
0.3% 86
2017
Q4
$403K Buy
+4,708
New +$403K 0.3% 84