NFP Retirement Inc’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 | $3M | Sell |
22,525
-3,838
| -15% | -$512K | 0.2% | 74 |
|
|
2025
Q1 | $3.4M | Sell |
26,363
-4,925
| -16% | -$635K | 0.27% | 54 |
|
|
2024
Q4 | $3.99M | Sell |
31,288
-3,957
| -11% | -$505K | 0.32% | 48 |
|
|
2024
Q3 | $4.52M | Sell |
35,245
-1,211
| -3% | -$155K | 0.37% | 43 |
|
|
2024
Q2 | $4.32M | Buy |
36,456
+4,248
| +13% | +$504K | 0.36% | 46 |
|
|
2024
Q1 | $3.9M | Sell |
32,208
-4,670
| -13% | -$565K | 0.34% | 48 |
|
|
2023
Q4 | $4.12M | Buy |
36,878
+1,014
| +3% | +$113K | 0.7% | 35 |
|
|
2023
Q3 | $3.71M | Sell |
35,864
-282
| -0.8% | -$29.1K | 0.71% | 35 |
|
|
2023
Q2 | $3.83M | Sell |
36,146
-2,575
| -7% | -$273K | 0.72% | 35 |
|
|
2023
Q1 | $4.09M | Sell |
38,721
-530
| -1% | -$55.9K | 0.81% | 30 |
|
|
2022
Q4 | $4.25M | Sell |
39,251
-11,386
| -22% | -$1.23M | 0.93% | 28 |
|
|
2022
Q3 | $4.8M | Buy |
50,637
+2,571
| +5% | +$244K | 1.18% | 26 |
|
|
2022
Q2 | $4.89M | Buy |
48,066
+2,560
| +6% | +$260K | 1.24% | 22 |
|
|
2022
Q1 | $5.11M | Sell |
45,506
-1,781
| -4% | -$200K | 1.21% | 23 |
|
|
2021
Q4 | $5.3M | Buy |
47,287
+2,044
| +5% | +$229K | 1.9% | 13 |
|
|
2021
Q3 | $4.68M | Buy |
45,243
+1,926
| +4% | +$199K | 1.9% | 13 |
|
|
2021
Q2 | $4.54M | Sell |
43,317
-64,797
| -60% | -$6.79M | 1.75% | 12 |
|
|
2021
Q1 | $10.9M | Buy |
108,114
+91,512
| +551% | +$9.25M | 4.75% | 5 |
|
|
2020
Q4 | $1.52M | Buy |
16,602
+1,486
| +10% | +$136K | 0.94% | 32 |
|
|
2020
Q3 | $1.22M | Buy |
15,116
+609
| +4% | +$49.3K | 0.81% | 37 |
|
|
2020
Q2 | $1.14M | Sell |
14,507
-189
| -1% | -$14.9K | 0.84% | 33 |
|
|
2020
Q1 | $1.04M | Buy |
14,696
+145
| +1% | +$10.3K | 1.02% | 27 |
|
|
2019
Q4 | $1.36M | Buy |
+14,551
| New | +$1.36M | 1.26% | 23 |
|