O'Rourke & Company’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 | $2.01M | Buy |
15,067
+695
| +5% | +$92.7K | 0.94% | 28 |
|
|
2025
Q1 | $1.85M | Buy |
14,372
+2,288
| +19% | +$295K | 0.92% | 29 |
|
|
2024
Q4 | $1.54M | Buy |
12,084
+804
| +7% | +$103K | 0.76% | 31 |
|
|
2024
Q3 | $1.45M | Buy |
11,280
+481
| +4% | +$61.7K | 0.72% | 31 |
|
|
2024
Q2 | $1.28M | Buy |
10,799
+843
| +8% | +$100K | 0.72% | 31 |
|
|
2024
Q1 | $1.21M | Buy |
9,956
+695
| +8% | +$84.1K | 0.7% | 34 |
|
|
2023
Q4 | $1.03M | Buy |
9,261
+58
| +0.6% | +$6.48K | 0.67% | 36 |
|
|
2023
Q3 | $951K | Buy |
9,203
+636
| +7% | +$65.7K | 0.69% | 33 |
|
|
2023
Q2 | $909K | Buy |
8,567
+141
| +2% | +$15K | 0.64% | 35 |
|
|
2023
Q1 | $889K | Buy |
8,426
+217
| +3% | +$22.9K | 0.68% | 35 |
|
|
2022
Q4 | $888K | Buy |
8,209
+1,469
| +22% | +$159K | 0.7% | 37 |
|
|
2022
Q3 | $640K | Buy |
6,740
+475
| +8% | +$45.1K | 0.56% | 45 |
|
|
2022
Q2 | $637K | Buy |
6,265
+671
| +12% | +$68.2K | 0.54% | 48 |
|
|
2022
Q1 | $628K | Buy |
5,594
+448
| +9% | +$50.3K | 0.43% | 54 |
|
|
2021
Q4 | $577K | Buy |
+5,146
| New | +$577K | 0.38% | 57 |
|