Nadler Financial Group’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 | $225K | Sell |
1,691
-1,221
| -42% | -$163K | 0.02% | 121 |
|
|
2025
Q1 | $376K | Hold |
2,912
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $372K | Buy |
2,912
+1,141
| +64% | +$146K | 0.04% | 86 |
|
|
2024
Q3 | $227K | Hold |
1,771
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $210K | Buy |
1,771
+80
| +5% | +$9.49K | 0.02% | 106 |
|
|
2024
Q1 | $205K | Buy |
+1,691
| New | +$205K | 0.03% | 108 |
|
|
2023
Q3 | – | Sell |
-2,551
| Closed | -$271K | – | 117 |
|
|
2023
Q2 | $271K | Sell |
2,551
-437
| -15% | -$46.4K | 0.04% | 87 |
|
|
2023
Q1 | $315K | Buy |
+2,988
| New | +$315K | 0.05% | 83 |
|
|
2022
Q1 | – | Sell |
-2,148
| Closed | -$241K | – | 140 |
|
|
2021
Q4 | $241K | Buy |
2,148
+42
| +2% | +$4.71K | 0.04% | 111 |
|
|
2021
Q3 | $218K | Hold |
2,106
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $221K | Hold |
2,106
| – | – | 0.04% | 121 |
|
|
2021
Q1 | $213K | Buy |
+2,106
| New | +$213K | 0.04% | 120 |
|
|
2018
Q4 | – | Sell |
-2,324
| Closed | -$202K | – | 89 |
|
|
2018
Q3 | $202K | Buy |
+2,324
| New | +$202K | 0.05% | 84 |
|
|
2015
Q2 | – | Sell |
-3,646
| Closed | -$249K | – | 89 |
|
|
2015
Q1 | $249K | Buy |
3,646
+227
| +7% | +$15.5K | 0.12% | 71 |
|
|
2014
Q4 | $235K | Buy |
3,419
+1
| +0% | +$69 | 0.12% | 75 |
|
|
2014
Q3 | $227K | Buy |
3,418
+2
| +0.1% | +$133 | 0.14% | 69 |
|
|
2014
Q2 | $227K | Sell |
3,416
-1,784
| -34% | -$119K | 0.14% | 61 |
|
|
2014
Q1 | $328K | Sell |
5,200
-665
| -11% | -$41.9K | 0.22% | 47 |
|
|
2013
Q4 | $366K | Sell |
5,865
-15,005
| -72% | -$936K | 0.24% | 47 |
|
|
2013
Q3 | $1.2M | Buy |
20,870
+4,220
| +25% | +$243K | 0.87% | 16 |
|
|
2013
Q2 | $939K | Buy |
+16,650
| New | +$939K | 0.66% | 25 |
|