Orgel Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $993K | Sell |
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|
2023
Q1 | $6.28M | Buy |
|
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $832K | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $281K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $233K | Hold |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $206K | Buy |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | $264K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $252K | Sell |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $266K | Hold |
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|
2017
Q2 | $257K | Sell |
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|
2017
Q1 | $290K | Hold |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $291K | Hold |
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|
2016
Q2 | $288K | Buy |
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|
2016
Q1 | $206K | Sell |
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|
2015
Q4 | $215K | Buy |
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