Plante Moran Financial Advisors’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
Q3 | $427K | Sell |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $533K | Sell |
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|
2022
Q4 | $554K | Sell |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $583K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $1.16M | Hold |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $238K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $284K | Sell |
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|
2019
Q3 | $311K | Hold |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $294K | Hold |
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|
2018
Q2 | $280K | Hold |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $442K | Buy |
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|
2017
Q3 | $226K | Hold |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $239K | Hold |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $100K | Buy |
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|
2016
Q1 | $72K | Sell |
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|
2015
Q4 | $128K | Buy |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $82K | Hold |
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|
2014
Q3 | $79K | Buy |
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|
2014
Q2 | $60K | Hold |
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|
2014
Q1 | $57K | Sell |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | $52K | Sell |
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|
2013
Q2 | $65K | Buy |
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