River Wealth 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 | $448K | Sell |
3,357
-100
| -3% | -$13.3K | 0.06% | 158 |
|
|
2025
Q1 | $446K | Hold |
3,457
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $441K | Sell |
3,457
-108
| -3% | -$13.8K | 0.06% | 159 |
|
|
2024
Q3 | $457K | Sell |
3,565
-202
| -5% | -$25.9K | 0.06% | 151 |
|
|
2024
Q2 | $447K | Buy |
3,767
+572
| +18% | +$67.8K | 0.06% | 144 |
|
|
2024
Q1 | $387K | Buy |
3,195
+5
| +0.2% | +$605 | 0.06% | 156 |
|
|
2023
Q4 | $356K | Sell |
3,190
-1,367
| -30% | -$153K | 0.06% | 162 |
|
|
2023
Q3 | $471K | Sell |
4,557
-387
| -8% | -$40K | 0.08% | 142 |
|
|
2023
Q2 | $524K | Buy |
4,944
+9
| +0.2% | +$955 | 0.09% | 146 |
|
|
2023
Q1 | $521K | Sell |
4,935
-487
| -9% | -$51.4K | 0.09% | 143 |
|
|
2022
Q4 | $587K | Buy |
5,422
+1,220
| +29% | +$132K | 0.11% | 137 |
|
|
2022
Q3 | $399K | Sell |
4,202
-174
| -4% | -$16.5K | 0.09% | 150 |
|
|
2022
Q2 | $445K | Sell |
4,376
-223
| -5% | -$22.7K | 0.08% | 155 |
|
|
2022
Q1 | $516K | Buy |
4,599
+7
| +0.2% | +$785 | 0.08% | 150 |
|
|
2021
Q4 | $515K | Sell |
4,592
-24
| -0.5% | -$2.69K | 0.08% | 153 |
|
|
2021
Q3 | $477K | Buy |
4,616
+220
| +5% | +$22.7K | 0.08% | 153 |
|
|
2021
Q2 | $461K | Buy |
4,396
+8
| +0.2% | +$839 | 0.08% | 152 |
|
|
2021
Q1 | $444K | Buy |
4,388
+6
| +0.1% | +$607 | 0.08% | 154 |
|
|
2020
Q4 | $401K | Buy |
4,382
+9
| +0.2% | +$824 | 0.09% | 157 |
|
|
2020
Q3 | $354K | Buy |
4,373
+9
| +0.2% | +$729 | 0.09% | 155 |
|
|
2020
Q2 | $344K | Buy |
4,364
+414
| +10% | +$32.6K | 0.1% | 142 |
|
|
2020
Q1 | $279K | Buy |
3,950
+518
| +15% | +$36.6K | 0.11% | 135 |
|
|
2019
Q4 | $322K | Sell |
3,432
-234
| -6% | -$22K | 0.11% | 138 |
|
|
2019
Q3 | $325K | Sell |
3,666
-184
| -5% | -$16.3K | 0.12% | 138 |
|
|
2019
Q2 | $336K | Sell |
3,850
-187
| -5% | -$16.3K | 0.13% | 136 |
|
|
2019
Q1 | $346K | Sell |
4,037
-112
| -3% | -$9.6K | 0.14% | 128 |
|
|
2018
Q4 | $324K | Hold |
4,149
| – | – | 0.14% | 127 |
|
|
2018
Q3 | $361K | Buy |
4,149
+150
| +4% | +$13.1K | 0.13% | 133 |
|
|
2018
Q2 | $332K | Buy |
3,999
+121
| +3% | +$10K | 0.13% | 135 |
|
|
2018
Q1 | $320K | Sell |
3,878
-950
| -20% | -$78.4K | 0.13% | 134 |
|
|
2017
Q4 | $413K | Buy |
+4,828
| New | +$413K | 0.17% | 123 |
|