RWM
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 |
|