OWP
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Obermeyer Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Obermeyer Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
18,561
-1,428
-7% -$190K 0.12% 63
2025
Q1 		$2.58M Buy
19,989
+1,597
+9% +$206K 0.14% 60
2024
Q4 		$2.35M Buy
18,392
+763
+4% +$97.4K 0.12% 64
2024
Q3 		$2.26M Hold
17,629
– – 0.12% 67
2024
Q2 		$2.09M Sell
17,629
-300
-2% -$35.6K 0.12% 70
2024
Q1 		$2.17M Buy
17,929
+964
+6% +$117K 0.13% 65
2023
Q4 		$1.89M Hold
16,965
– – 0.13% 53
2023
Q3 		$1.75M Hold
16,965
– – 0.13% 49
2023
Q2 		$1.8M Buy
16,965
+93
+0.6% +$9.87K 0.13% 52
2023
Q1 		$1.78M Hold
16,872
– – 0.13% 54
2022
Q4 		$1.83M Hold
16,872
– – 0.14% 55
2022
Q3 		$1.6M Buy
16,872
+101
+0.6% +$9.58K 0.13% 55
2022
Q2 		$1.71M Buy
16,771
+3,493
+26% +$355K 0.13% 54
2022
Q1 		$1.49M Buy
13,278
+880
+7% +$98.8K 0.09% 64
2021
Q4 		$1.39M Buy
12,398
+943
+8% +$106K 0.07% 63
2021
Q3 		$1.18M Buy
11,455
+2,328
+26% +$241K 0.07% 66
2021
Q2 		$956K Hold
9,127
– – 0.05% 84
2021
Q1 		$923K Buy
9,127
+1,270
+16% +$128K 0.06% 81
2020
Q4 		$719K Hold
7,857
– – 0.05% 71
2020
Q3 		$636K Buy
7,857
+742
+10% +$60.1K 0.05% 72
2020
Q2 		$561K Hold
7,115
– – 0.05% 71
2020
Q1 		$503K Hold
7,115
– – 0.05% 67
2019
Q4 		$667K Hold
7,115
– – 0.06% 69
2019
Q3 		$631K Hold
7,115
– – 0.06% 67
2019
Q2 		$622K Hold
7,115
– – 0.06% 69
2019
Q1 		$609K Buy
7,115
+3,915
+122% +$335K 0.06% 68
2018
Q4 		$250K Buy
+3,200
New +$250K 0.03% 98