OneDigital Investment Advisors’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 | $5.15M | Sell |
38,666
-248
| -0.6% | -$33.1K | 0.06% | 243 |
|
|
2025
Q1 | $5.02M | Sell |
38,914
-213
| -0.5% | -$27.5K | 0.06% | 232 |
|
|
2024
Q4 | $4.99M | Sell |
39,127
-3,698
| -9% | -$472K | 0.06% | 242 |
|
|
2024
Q3 | $5.49M | Sell |
42,825
-716
| -2% | -$91.8K | 0.06% | 237 |
|
|
2024
Q2 | $5.16M | Buy |
43,541
+13,670
| +46% | +$1.62M | 0.06% | 227 |
|
|
2024
Q1 | $3.61M | Sell |
29,871
-1,506
| -5% | -$182K | 0.06% | 229 |
|
|
2023
Q4 | $3.5M | Sell |
31,377
-14,336
| -31% | -$1.6M | 0.06% | 227 |
|
|
2023
Q3 | $4.72M | Sell |
45,713
-3,454
| -7% | -$357K | 0.1% | 158 |
|
|
2023
Q2 | $5.22M | Buy |
49,167
+314
| +0.6% | +$33.3K | 0.12% | 143 |
|
|
2023
Q1 | $5.15M | Buy |
48,853
+6,820
| +16% | +$720K | 0.12% | 141 |
|
|
2022
Q4 | $4.55M | Buy |
42,033
+8,615
| +26% | +$932K | 0.13% | 139 |
|
|
2022
Q3 | $3.17M | Buy |
33,418
+2,499
| +8% | +$237K | 0.12% | 125 |
|
|
2022
Q2 | $3.14M | Buy |
30,919
+2,088
| +7% | +$212K | 0.14% | 109 |
|
|
2022
Q1 | $3.24M | Buy |
28,831
+688
| +2% | +$77.2K | 0.12% | 112 |
|
|
2021
Q4 | $3.16M | Buy |
28,143
+132
| +0.5% | +$14.8K | 0.11% | 113 |
|
|
2021
Q3 | $2.9M | Buy |
28,011
+3,790
| +16% | +$392K | 0.11% | 115 |
|
|
2021
Q2 | $2.54M | Buy |
24,221
+863
| +4% | +$90.4K | 0.1% | 126 |
|
|
2021
Q1 | $2.36M | Sell |
23,358
-1,927
| -8% | -$195K | 0.11% | 130 |
|
|
2020
Q4 | $2.37M | Sell |
25,285
-3,070
| -11% | -$288K | 0.12% | 121 |
|
|
2020
Q3 | $2.3M | Sell |
28,355
-761
| -3% | -$61.6K | 0.16% | 107 |
|
|
2020
Q2 | $2.36M | Sell |
29,116
-991
| -3% | -$80.5K | 0.17% | 118 |
|
|
2020
Q1 | $2.19M | Buy |
30,107
+5,874
| +24% | +$428K | 0.19% | 109 |
|
|
2019
Q4 | $2.27M | Buy |
24,233
+1,450
| +6% | +$136K | 0.18% | 117 |
|
|
2019
Q3 | $2.02M | Buy |
22,783
+8,778
| +63% | +$779K | 0.18% | 112 |
|
|
2019
Q2 | $1.22M | Sell |
14,005
-1,730
| -11% | -$151K | 0.09% | 130 |
|
|
2019
Q1 | $1.37M | Buy |
15,735
+2,241
| +17% | +$195K | 0.2% | 89 |
|
|
2018
Q4 | $1.05M | Sell |
13,494
-209
| -2% | -$16.3K | 0.18% | 102 |
|
|
2018
Q3 | $1.19M | Buy |
13,703
+1,970
| +17% | +$172K | 0.28% | 55 |
|
|
2018
Q2 | $973K | Buy |
11,733
+514
| +5% | +$42.6K | 0.2% | 74 |
|
|
2018
Q1 | $925K | Buy |
11,219
+759
| +7% | +$62.6K | 0.2% | 83 |
|
|
2017
Q4 | $896K | Buy |
10,460
+844
| +9% | +$72.3K | 0.1% | 81 |
|
|
2017
Q3 | $779K | Sell |
9,616
-6,690
| -41% | -$542K | 0.29% | 47 |
|
|
2017
Q2 | $1.28M | Buy |
+16,306
| New | +$1.28M | 0.38% | 50 |
|