Petix & Botte Financial’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 | $3.47M | Sell |
25,995
-833
| -3% | -$111K | 0.85% | 33 |
|
|
2025
Q1 | $3.46M | Sell |
26,828
-1,595
| -6% | -$206K | 0.91% | 32 |
|
|
2024
Q4 | $3.63M | Sell |
28,423
-2,269
| -7% | -$290K | 0.95% | 30 |
|
|
2024
Q3 | $3.93M | Sell |
30,692
-126
| -0.4% | -$16.2K | 1.05% | 22 |
|
|
2024
Q2 | $3.66M | Buy |
30,818
+14,512
| +89% | +$1.72M | 1.04% | 22 |
|
|
2024
Q1 | $1.97M | Sell |
16,306
-16,355
| -50% | -$1.98M | 0.49% | 50 |
|
|
2023
Q4 | $3.65M | Sell |
32,661
-2,101
| -6% | -$235K | 1.07% | 22 |
|
|
2023
Q3 | $3.59M | Sell |
34,762
-165
| -0.5% | -$17K | 1.13% | 22 |
|
|
2023
Q2 | $3.7M | Buy |
34,927
+12,572
| +56% | +$1.33M | 1.15% | 22 |
|
|
2023
Q1 | $2.36M | Buy |
+22,355
| New | +$2.36M | 1.59% | 19 |
|
|
2022
Q3 | $2.24M | Sell |
23,629
-332
| -1% | -$31.5K | 1.71% | 18 |
|
|
2022
Q2 | $2.44M | Sell |
23,961
-23,903
| -50% | -$2.43M | 1.79% | 16 |
|
|
2022
Q1 | $5.37M | Buy |
47,864
+22,977
| +92% | +$2.58M | 1.66% | 16 |
|
|
2021
Q4 | $2.79M | Sell |
24,887
-32,654
| -57% | -$3.66M | 1.77% | 17 |
|
|
2021
Q3 | $5.95M | Buy |
57,541
+24,970
| +77% | +$2.58M | 2.02% | 14 |
|
|
2021
Q2 | $3.41M | Sell |
32,571
-2,366
| -7% | -$248K | 2.38% | 14 |
|
|
2021
Q1 | $3.53M | Sell |
34,937
-1,382
| -4% | -$140K | 2.61% | 14 |
|
|
2020
Q4 | $3.32M | Sell |
36,319
-2,895
| -7% | -$265K | 2.49% | 14 |
|
|
2020
Q3 | $3.18M | Sell |
39,214
-43,181
| -52% | -$3.5M | 2.53% | 14 |
|
|
2020
Q2 | $3.25M | Buy |
82,395
+39,991
| +94% | +$1.58M | 2.68% | 14 |
|
|
2020
Q1 | $3M | Sell |
42,404
-3,846
| -8% | -$272K | 2.92% | 13 |
|
|
2019
Q4 | $4.33M | Buy |
+46,250
| New | +$4.33M | 3.41% | 9 |
|