Resonant Capital 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 | $747K | Hold |
5,600
| – | – | 0.05% | 191 |
|
|
2025
Q1 | $722K | Hold |
5,600
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $715K | Hold |
5,600
| – | – | 0.05% | 174 |
|
|
2024
Q3 | $718K | Sell |
5,600
-44,910
| -89% | -$5.76M | 0.05% | 180 |
|
|
2024
Q2 | $5.99M | Hold |
50,510
| – | – | 0.49% | 44 |
|
|
2024
Q1 | $6.11M | Hold |
50,510
| – | – | 0.52% | 42 |
|
|
2023
Q4 | $5.64M | Hold |
50,510
| – | – | 0.54% | 41 |
|
|
2023
Q3 | $5.22M | Hold |
50,510
| – | – | 0.56% | 41 |
|
|
2023
Q2 | $5.36M | Hold |
50,510
| – | – | 0.58% | 43 |
|
|
2023
Q1 | $5.33M | Buy |
50,510
+44,910
| +802% | +$4.74M | 0.6% | 43 |
|
|
2022
Q4 | $606K | Hold |
5,600
| – | – | 0.08% | 151 |
|
|
2022
Q3 | $531K | Hold |
5,600
| – | – | 0.08% | 145 |
|
|
2022
Q2 | $570K | Sell |
5,600
-301
| -5% | -$30.6K | 0.09% | 138 |
|
|
2022
Q1 | $665K | Hold |
5,901
| – | – | 0.1% | 121 |
|
|
2021
Q4 | $662K | Hold |
5,901
| – | – | 0.1% | 115 |
|
|
2021
Q3 | $610K | Sell |
5,901
-139
| -2% | -$14.4K | 0.11% | 111 |
|
|
2021
Q2 | $633K | Buy |
6,040
+440
| +8% | +$46.1K | 0.12% | 98 |
|
|
2021
Q1 | $566K | Hold |
5,600
| – | – | 0.12% | 95 |
|
|
2020
Q4 | $512K | Hold |
5,600
| – | – | 0.12% | 103 |
|
|
2020
Q3 | $453K | Hold |
5,600
| – | – | 0.13% | 98 |
|
|
2020
Q2 | $441K | Sell |
5,600
-6,000
| -52% | -$473K | 0.13% | 110 |
|
|
2020
Q1 | $821K | Hold |
11,600
| – | – | 0.3% | 93 |
|
|
2019
Q4 | $1.09M | Buy |
+11,600
| New | +$1.09M | 0.34% | 92 |
|