REDW Wealth’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 | $249K | Hold |
1,866
| – | – | 0.1% | 92 |
|
|
2025
Q1 | $241K | Hold |
1,866
| – | – | 0.09% | 97 |
|
|
2024
Q4 | $238K | Sell |
1,866
-7,382
| -80% | -$942K | 0.08% | 94 |
|
|
2024
Q3 | $1.19M | Hold |
9,248
| – | – | 0.3% | 51 |
|
|
2024
Q2 | $1.1M | Hold |
9,248
| – | – | 0.29% | 52 |
|
|
2024
Q1 | $1.12M | Hold |
9,248
| – | – | 0.3% | 47 |
|
|
2023
Q4 | $1.03M | Sell |
9,248
-96
| -1% | -$10.7K | 0.3% | 47 |
|
|
2023
Q3 | $965K | Hold |
9,344
| – | – | 0.3% | 47 |
|
|
2023
Q2 | $991K | Buy |
9,344
+1,003
| +12% | +$106K | 0.3% | 49 |
|
|
2023
Q1 | $880K | Sell |
8,341
-325
| -4% | -$34.3K | 0.28% | 50 |
|
|
2022
Q4 | $938K | Hold |
8,666
| – | – | 0.32% | 40 |
|
|
2022
Q3 | $822K | Hold |
8,666
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $881K | Hold |
8,666
| – | – | 0.32% | 36 |
|
|
2022
Q1 | $973K | Hold |
8,666
| – | – | 0.29% | 36 |
|
|
2021
Q4 | $972K | Sell |
8,666
-108
| -1% | -$12.1K | 0.28% | 36 |
|
|
2021
Q3 | $907K | Hold |
8,774
| – | – | 0.29% | 38 |
|
|
2021
Q2 | $919K | Sell |
8,774
-151
| -2% | -$15.8K | 0.29% | 35 |
|
|
2021
Q1 | $902K | Buy |
8,925
+6,239
| +232% | +$631K | 0.3% | 35 |
|
|
2020
Q4 | $246K | Sell |
2,686
-117
| -4% | -$10.7K | 0.09% | 82 |
|
|
2020
Q3 | $227K | Sell |
2,803
-482
| -15% | -$39K | 0.1% | 80 |
|
|
2020
Q2 | $259K | Buy |
3,285
+30
| +0.9% | +$2.37K | 0.13% | 72 |
|
|
2020
Q1 | $230K | Buy |
3,255
+50
| +2% | +$3.53K | 0.14% | 63 |
|
|
2019
Q4 | $300K | Sell |
3,205
-65
| -2% | -$6.08K | 0.17% | 60 |
|
|
2019
Q3 | $290K | Hold |
3,270
| – | – | 0.17% | 63 |
|
|
2019
Q2 | $286K | Hold |
3,270
| – | – | 0.17% | 62 |
|
|
2019
Q1 | $280K | Hold |
3,270
| – | – | 0.17% | 58 |
|
|
2018
Q4 | $255K | Hold |
3,270
| – | – | 0.18% | 57 |
|
|
2018
Q3 | $285K | Sell |
3,270
-105
| -3% | -$9.15K | 0.19% | 61 |
|
|
2018
Q2 | $280K | Hold |
3,375
| – | – | 0.2% | 57 |
|
|
2018
Q1 | $278K | Hold |
3,375
| – | – | 0.21% | 60 |
|
|
2017
Q4 | $289K | Hold |
3,375
| – | – | 0.22% | 53 |
|
|
2017
Q3 | $274K | Sell |
3,375
-295
| -8% | -$24K | 0.23% | 56 |
|
|
2017
Q2 | $287K | Sell |
3,670
-2,162
| -37% | -$169K | 0.28% | 49 |
|
|
2017
Q1 | $453K | Buy |
5,832
+370
| +7% | +$28.7K | 0.46% | 30 |
|
|
2016
Q4 | $414K | Buy |
+5,462
| New | +$414K | 0.47% | 34 |
|