New England Professional Planning 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 | $387K | Hold |
2,903
| – | – | 0.18% | 27 |
|
|
2025
Q1 | $374K | Hold |
2,903
| – | – | 0.19% | 26 |
|
|
2024
Q4 | $370K | Hold |
2,903
| – | – | 0.18% | 27 |
|
|
2024
Q3 | $372K | Sell |
2,903
-422
| -13% | -$54.1K | 0.18% | 22 |
|
|
2024
Q2 | $394K | Hold |
3,325
| – | – | 0.21% | 24 |
|
|
2024
Q1 | $402K | Sell |
3,325
-2,626
| -44% | -$318K | 0.21% | 21 |
|
|
2023
Q4 | $664K | Hold |
5,951
| – | – | 0.38% | 12 |
|
|
2023
Q3 | $615K | Hold |
5,951
| – | – | 0.38% | 11 |
|
|
2023
Q2 | $631K | Buy |
5,951
+295
| +5% | +$31.3K | 0.37% | 11 |
|
|
2023
Q1 | $602K | Hold |
5,656
| – | – | 0.36% | 12 |
|
|
2022
Q4 | $612K | Hold |
5,656
| – | – | 0.34% | 13 |
|
|
2022
Q3 | $536K | Hold |
5,656
| – | – | 0.38% | 14 |
|
|
2022
Q2 | $575K | Hold |
5,656
| – | – | 0.4% | 11 |
|
|
2022
Q1 | $638K | Hold |
5,656
| – | – | 0.38% | 13 |
|
|
2021
Q4 | $649K | Hold |
5,656
| – | – | 0.4% | 11 |
|
|
2021
Q3 | $614K | Sell |
5,656
-116
| -2% | -$12.6K | 0.36% | 13 |
|
|
2021
Q2 | $624K | Hold |
5,772
| – | – | 0.38% | 12 |
|
|
2021
Q1 | $616K | Buy |
5,772
+155
| +3% | +$16.5K | 0.38% | 13 |
|
|
2020
Q4 | $514K | Hold |
5,617
| – | – | 0.36% | 16 |
|
|
2020
Q3 | $468K | Hold |
5,617
| – | – | 0.37% | 13 |
|
|
2020
Q2 | $471K | Sell |
5,617
-75
| -1% | -$6.29K | 0.36% | 18 |
|
|
2020
Q1 | $432K | Buy |
5,692
+75
| +1% | +$5.69K | 0.4% | 18 |
|
|
2019
Q4 | $526K | Buy |
+5,617
| New | +$526K | 0.42% | 20 |
|
|
2018
Q3 | $459K | Sell |
5,262
-54
| -1% | -$4.71K | 0.53% | 22 |
|
|
2018
Q2 | $441K | Sell |
5,316
-547
| -9% | -$45.4K | 0.57% | 19 |
|
|
2018
Q1 | $484K | Hold |
5,863
| – | – | 0.64% | 17 |
|
|
2017
Q4 | $508K | Buy |
+5,863
| New | +$508K | 0.62% | 17 |
|