Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $155M | Buy |
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|
2023
Q2 | $8.68M | Sell |
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|
2023
Q1 | $8.84M | Sell |
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|
2022
Q4 | $9.5M | Buy |
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|
2022
Q3 | $16M | Buy |
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|
2022
Q2 | $8.08M | Buy |
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|
2022
Q1 | $8.91M | Sell |
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|
2021
Q4 | $9.58M | Sell |
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|
2021
Q3 | $8.94M | Buy |
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|
2021
Q2 | $9M | Buy |
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|
2021
Q1 | $8.65M | Sell |
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|
2020
Q4 | $8.16M | Sell |
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|
2020
Q3 | $7.42M | Buy |
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|
2020
Q2 | $7.19M | Sell |
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|
2020
Q1 | $13.9M | Buy |
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|
2019
Q4 | $64.8M | Buy |
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|
2019
Q3 | $6.11M | Buy |
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|
2019
Q2 | $5.99M | Sell |
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|
2019
Q1 | $5.99M | Buy |
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|
2018
Q4 | $2.12M | Buy |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $108K | Sell |
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|
2018
Q1 | $118K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.72M | Hold |
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|
2016
Q4 | $1.68M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $268K | Buy |
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