Opes Wealth Management’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 | $2.29M | Sell |
17,147
-110
| -0.6% | -$14.7K | 0.41% | 48 |
|
|
2025
Q1 | $2.23M | Sell |
17,257
-150
| -0.9% | -$19.3K | 0.45% | 45 |
|
|
2024
Q4 | $2.22M | Buy |
17,407
+3,166
| +22% | +$404K | 0.46% | 46 |
|
|
2024
Q3 | $1.83M | Sell |
14,241
-357
| -2% | -$45.8K | 0.35% | 50 |
|
|
2024
Q2 | $1.73M | Buy |
14,598
+1,029
| +8% | +$122K | 0.36% | 48 |
|
|
2024
Q1 | $1.64M | Sell |
13,569
-290
| -2% | -$35.1K | 0.38% | 49 |
|
|
2023
Q4 | $1.55M | Sell |
13,859
-160
| -1% | -$17.9K | 0.37% | 47 |
|
|
2023
Q3 | $1.45M | Sell |
14,019
-50
| -0.4% | -$5.17K | 0.4% | 46 |
|
|
2023
Q2 | $1.49M | Buy |
14,069
+460
| +3% | +$48.8K | 0.42% | 45 |
|
|
2023
Q1 | $1.44M | Buy |
13,609
+443
| +3% | +$46.7K | 0.46% | 42 |
|
|
2022
Q4 | $1.42M | Sell |
13,166
-610
| -4% | -$66K | 0.52% | 42 |
|
|
2022
Q3 | $1.31M | Buy |
13,776
+55
| +0.4% | +$5.22K | 0.52% | 39 |
|
|
2022
Q2 | $1.4M | Sell |
13,721
-6,778
| -33% | -$689K | 0.56% | 37 |
|
|
2022
Q1 | $2.3M | Buy |
20,499
+2,440
| +14% | +$274K | 0.75% | 32 |
|
|
2021
Q4 | $2.03M | Buy |
18,059
+1,411
| +8% | +$158K | 0.63% | 34 |
|
|
2021
Q3 | $1.72M | Sell |
16,648
-827
| -5% | -$85.5K | 0.61% | 36 |
|
|
2021
Q2 | $1.83M | Sell |
17,475
-1,162
| -6% | -$122K | 0.68% | 31 |
|
|
2021
Q1 | $1.88M | Sell |
18,637
-408
| -2% | -$41.2K | 0.73% | 32 |
|
|
2020
Q4 | $1.74M | Sell |
19,045
-1,779
| -9% | -$163K | 0.84% | 29 |
|
|
2020
Q3 | $1.69M | Sell |
20,824
-1,318
| -6% | -$107K | 0.8% | 27 |
|
|
2020
Q2 | $1.74M | Buy |
22,142
+5,726
| +35% | +$451K | 0.89% | 26 |
|
|
2020
Q1 | $1.16M | Sell |
16,416
-929
| -5% | -$65.7K | 0.87% | 26 |
|
|
2019
Q4 | $1.63M | Sell |
17,345
-469
| -3% | -$43.9K | 1% | 23 |
|
|
2019
Q3 | $1.58M | Buy |
17,814
+1,075
| +6% | +$95.4K | 1.04% | 22 |
|
|
2019
Q2 | $1.46M | Sell |
16,739
-1,322
| -7% | -$116K | 1% | 23 |
|
|
2019
Q1 | $1.55M | Buy |
+18,061
| New | +$1.55M | 1.13% | 20 |
|