Plante Moran Financial Advisors’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 | $478K | Buy |
3,582
+358
| +11% | +$47.7K | 0.03% | 88 |
|
|
2025
Q1 | $416K | Sell |
3,224
-574
| -15% | -$74K | 0.04% | 98 |
|
|
2024
Q4 | $485K | Buy |
3,798
+203
| +6% | +$25.9K | 0.04% | 89 |
|
|
2024
Q3 | $461K | Hold |
3,595
| – | – | 0.04% | 88 |
|
|
2024
Q2 | $426K | Buy |
3,595
+344
| +11% | +$40.8K | 0.04% | 89 |
|
|
2024
Q1 | $393K | Sell |
3,251
-407
| -11% | -$49.2K | 0.04% | 97 |
|
|
2023
Q4 | $408K | Sell |
3,658
-124
| -3% | -$13.8K | 0.04% | 97 |
|
|
2023
Q3 | $391K | Sell |
3,782
-1,268
| -25% | -$131K | 0.05% | 91 |
|
|
2023
Q2 | $536K | Hold |
5,050
| – | – | 0.06% | 78 |
|
|
2023
Q1 | $533K | Sell |
5,050
-71
| -1% | -$7.49K | 0.07% | 80 |
|
|
2022
Q4 | $554K | Sell |
5,121
-2,931
| -36% | -$317K | 0.08% | 78 |
|
|
2022
Q3 | $764K | Buy |
8,052
+2,321
| +40% | +$220K | 0.13% | 54 |
|
|
2022
Q2 | $583K | Buy |
5,731
+293
| +5% | +$29.8K | 0.1% | 71 |
|
|
2022
Q1 | $610K | Buy |
5,438
+2,224
| +69% | +$249K | 0.11% | 72 |
|
|
2021
Q4 | $360K | Sell |
3,214
-8,000
| -71% | -$896K | 0.06% | 120 |
|
|
2021
Q3 | $1.16M | Hold |
11,214
| – | – | 0.26% | 42 |
|
|
2021
Q2 | $1.18M | Buy |
11,214
+8,187
| +270% | +$858K | 0.29% | 42 |
|
|
2021
Q1 | $306K | Hold |
3,027
| – | – | 0.08% | 126 |
|
|
2020
Q4 | $277K | Hold |
3,027
| – | – | 0.09% | 130 |
|
|
2020
Q3 | $245K | Hold |
3,027
| – | – | 0.09% | 128 |
|
|
2020
Q2 | $238K | Hold |
3,027
| – | – | 0.1% | 115 |
|
|
2020
Q1 | $214K | Hold |
3,027
| – | – | 0.1% | 109 |
|
|
2019
Q4 | $284K | Sell |
3,027
-483
| -14% | -$45.3K | 0.1% | 120 |
|
|
2019
Q3 | $311K | Hold |
3,510
| – | – | 0.09% | 120 |
|
|
2019
Q2 | $307K | Buy |
3,510
+8
| +0.2% | +$700 | 0.09% | 114 |
|
|
2019
Q1 | $300K | Sell |
3,502
-87
| -2% | -$7.45K | 0.09% | 114 |
|
|
2018
Q4 | $280K | Buy |
3,589
+216
| +6% | +$16.9K | 0.1% | 110 |
|
|
2018
Q3 | $294K | Hold |
3,373
| – | – | 0.1% | 114 |
|
|
2018
Q2 | $280K | Hold |
3,373
| – | – | 0.14% | 119 |
|
|
2018
Q1 | $278K | Sell |
3,373
-1,788
| -35% | -$147K | 0.15% | 116 |
|
|
2017
Q4 | $442K | Buy |
5,161
+2,374
| +85% | +$203K | 0.24% | 75 |
|
|
2017
Q3 | $226K | Hold |
2,787
| – | – | 0.13% | 121 |
|
|
2017
Q2 | $218K | Hold |
2,787
| – | – | 0.14% | 120 |
|
|
2017
Q1 | $216K | Sell |
2,787
-364
| -12% | -$28.2K | 0.13% | 121 |
|
|
2016
Q4 | $239K | Hold |
3,151
| – | – | 0.15% | 108 |
|
|
2016
Q3 | $227K | Buy |
3,151
+1,750
| +125% | +$126K | 0.15% | 106 |
|
|
2016
Q2 | $100K | Buy |
1,401
+364
| +35% | +$26K | 0.07% | 185 |
|
|
2016
Q1 | $72K | Sell |
1,037
-875
| -46% | -$60.8K | 0.06% | 213 |
|
|
2015
Q4 | $128K | Buy |
1,912
+725
| +61% | +$48.5K | 0.1% | 154 |
|
|
2015
Q3 | $74K | Hold |
1,187
| – | – | 0.06% | 220 |
|
|
2015
Q2 | $80K | Hold |
1,187
| – | – | 0.06% | 224 |
|
|
2015
Q1 | $81K | Hold |
1,187
| – | – | 0.06% | 217 |
|
|
2014
Q4 | $82K | Hold |
1,187
| – | – | 0.06% | 207 |
|
|
2014
Q3 | $79K | Buy |
1,187
+282
| +31% | +$18.8K | 0.07% | 189 |
|
|
2014
Q2 | $60K | Hold |
905
| – | – | 0.05% | 206 |
|
|
2014
Q1 | $57K | Sell |
905
-500
| -36% | -$31.5K | 0.06% | 163 |
|
|
2013
Q4 | $88K | Buy |
1,405
+500
| +55% | +$31.3K | 0.05% | 163 |
|
|
2013
Q3 | $52K | Sell |
905
-252
| -22% | -$14.5K | 0.03% | 188 |
|
|
2013
Q2 | $65K | Buy |
+1,157
| New | +$65K | 0.05% | 143 |
|