Retirement Planning Company of New England’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 | $1.21M | Buy |
9,107
+182
| +2% | +$24.3K | 0.54% | 53 |
|
|
2025
Q1 | $1.15M | Sell |
8,925
-61
| -0.7% | -$7.87K | 0.57% | 43 |
|
|
2024
Q4 | $1.15M | Buy |
8,986
+220
| +3% | +$28.1K | 0.56% | 46 |
|
|
2024
Q3 | $1.12M | Sell |
8,766
-48
| -0.5% | -$6.15K | 0.56% | 48 |
|
|
2024
Q2 | $1.05M | Buy |
8,814
+1,047
| +13% | +$124K | 0.57% | 48 |
|
|
2024
Q1 | $940K | Buy |
7,767
+94
| +1% | +$11.4K | 0.52% | 57 |
|
|
2023
Q4 | $857K | Buy |
7,673
+892
| +13% | +$99.6K | 0.39% | 81 |
|
|
2023
Q3 | $701K | Sell |
6,781
-793
| -10% | -$81.9K | 0.39% | 80 |
|
|
2023
Q2 | $803K | Buy |
7,574
+43
| +0.6% | +$4.56K | 0.46% | 70 |
|
|
2023
Q1 | $794K | Buy |
7,531
+107
| +1% | +$11.3K | 0.48% | 67 |
|
|
2022
Q4 | $803K | Buy |
7,424
+138
| +2% | +$14.9K | 0.52% | 64 |
|
|
2022
Q3 | $691K | Buy |
7,286
+197
| +3% | +$18.7K | 0.5% | 64 |
|
|
2022
Q2 | $720K | Buy |
7,089
+24
| +0.3% | +$2.44K | 0.49% | 68 |
|
|
2022
Q1 | $793K | Buy |
7,065
+146
| +2% | +$16.4K | 0.45% | 68 |
|
|
2021
Q4 | $775K | Buy |
+6,919
| New | +$775K | 0.38% | 72 |
|