RWM
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Ritholtz Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.81M Sell
28,581
-723
-2% -$96.4K 0.08% 149
2025
Q1
$3.78M Sell
29,304
-4,825
-14% -$622K 0.11% 126
2024
Q4
$4.35M Buy
34,129
+302
+0.9% +$38.5K 0.13% 102
2024
Q3
$4.34M Sell
33,827
-4,038
-11% -$518K 0.13% 94
2024
Q2
$4.49M Buy
37,865
+730
+2% +$86.6K 0.15% 84
2024
Q1
$4.49M Buy
37,135
+5,115
+16% +$619K 0.16% 85
2023
Q4
$3.57M Buy
32,020
+1,335
+4% +$149K 0.14% 90
2023
Q3
$3.17M Buy
30,685
+25,768
+524% +$2.66M 0.14% 94
2023
Q2
$522K Buy
+4,917
New +$522K 0.02% 427
2023
Q1
Sell
-6,172
Closed -$668K 674
2022
Q4
$668K Sell
6,172
-2,976
-33% -$322K 0.04% 308
2022
Q3
$868K Buy
9,148
+4,552
+99% +$432K 0.05% 275
2022
Q2
$467K Sell
4,596
-54
-1% -$5.49K 0.03% 333
2022
Q1
$522K Buy
4,650
+55
+1% +$6.17K 0.04% 298
2021
Q4
$515K Hold
4,595
0.03% 297
2021
Q3
$475K Sell
4,595
-575
-11% -$59.4K 0.03% 283
2021
Q2
$542K Buy
5,170
+275
+6% +$28.8K 0.04% 239
2021
Q1
$495K Buy
4,895
+300
+7% +$30.3K 0.04% 209
2020
Q4
$420K Hold
4,595
0.04% 192
2020
Q3
$372K Buy
+4,595
New +$372K 0.04% 172