Richwood Investment 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 | $746K | Hold |
5,598
| – | – | 0.61% | 37 |
|
|
2025
Q1 | $722K | Sell |
5,598
-50
| -0.9% | -$6.45K | 0.61% | 41 |
|
|
2024
Q4 | $721K | Sell |
5,648
-9
| -0.2% | -$1.15K | 0.6% | 38 |
|
|
2024
Q3 | $725K | Sell |
5,657
-291
| -5% | -$37.3K | 0.6% | 40 |
|
|
2024
Q2 | $705K | Sell |
5,948
-992
| -14% | -$118K | 0.62% | 40 |
|
|
2024
Q1 | $840K | Sell |
6,940
-138
| -2% | -$16.7K | 0.75% | 29 |
|
|
2023
Q4 | $790K | Sell |
7,078
-340
| -5% | -$38K | 0.74% | 31 |
|
|
2023
Q3 | $766K | Sell |
7,418
-53
| -0.7% | -$5.48K | 0.78% | 31 |
|
|
2023
Q2 | $792K | Buy |
7,471
+36
| +0.5% | +$3.82K | 0.77% | 32 |
|
|
2023
Q1 | $784K | Hold |
7,435
| – | – | 0.78% | 33 |
|
|
2022
Q4 | $805K | Hold |
7,435
| – | – | 0.81% | 30 |
|
|
2022
Q3 | $705K | Hold |
7,435
| – | – | 0.77% | 31 |
|
|
2022
Q2 | $756K | Sell |
7,435
-100
| -1% | -$10.2K | 0.76% | 34 |
|
|
2022
Q1 | $846K | Hold |
7,535
| – | – | 0.76% | 32 |
|
|
2021
Q4 | $845K | Buy |
+7,535
| New | +$845K | 0.74% | 33 |
|