Sequoia Financial 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 | $3.31M | Buy |
24,859
+2,231
| +10% | +$297K | 0.02% | 357 |
|
|
2025
Q1 | $2.92M | Buy |
22,628
+9,625
| +74% | +$1.24M | 0.02% | 362 |
|
|
2024
Q4 | $1.66M | Sell |
13,003
-3,203
| -20% | -$409K | 0.02% | 454 |
|
|
2024
Q3 | $2.08M | Buy |
16,206
+530
| +3% | +$67.9K | 0.02% | 368 |
|
|
2024
Q2 | $1.86M | Sell |
15,676
-1,459
| -9% | -$173K | 0.02% | 341 |
|
|
2024
Q1 | $2.07M | Buy |
17,135
+1,041
| +6% | +$126K | 0.03% | 318 |
|
|
2023
Q4 | $1.8M | Buy |
16,094
+178
| +1% | +$19.9K | 0.02% | 378 |
|
|
2023
Q3 | $1.64M | Sell |
15,916
-988
| -6% | -$102K | 0.03% | 253 |
|
|
2023
Q2 | $1.79M | Sell |
16,904
-928
| -5% | -$98.4K | 0.03% | 256 |
|
|
2023
Q1 | $1.88M | Sell |
17,832
-2,248
| -11% | -$237K | 0.04% | 221 |
|
|
2022
Q4 | $2.17M | Buy |
20,080
+9,889
| +97% | +$1.07M | 0.05% | 197 |
|
|
2022
Q3 | $967K | Sell |
10,191
-752
| -7% | -$71.4K | 0.03% | 217 |
|
|
2022
Q2 | $1.11M | Buy |
10,943
+655
| +6% | +$66.6K | 0.03% | 219 |
|
|
2022
Q1 | $1.15M | Buy |
10,288
+162
| +2% | +$18.2K | 0.03% | 239 |
|
|
2021
Q4 | $1.14M | Buy |
+10,126
| New | +$1.14M | 0.03% | 230 |
|
|
2021
Q3 | – | Sell |
-5,218
| Closed | -$547K | – | 461 |
|
|
2021
Q2 | $547K | Buy |
5,218
+340
| +7% | +$35.6K | 0.02% | 266 |
|
|
2021
Q1 | $493K | Buy |
4,878
+991
| +25% | +$100K | 0.02% | 260 |
|
|
2020
Q4 | $356K | Sell |
3,887
-1,311
| -25% | -$120K | 0.02% | 294 |
|
|
2020
Q3 | $421K | Sell |
5,198
-919
| -15% | -$74.4K | 0.02% | 248 |
|
|
2020
Q2 | $482K | Sell |
6,117
-156
| -2% | -$12.3K | 0.03% | 220 |
|
|
2020
Q1 | $444K | Sell |
6,273
-129
| -2% | -$9.13K | 0.03% | 211 |
|
|
2019
Q4 | $600K | Buy |
6,402
+551
| +9% | +$51.6K | 0.04% | 194 |
|
|
2019
Q3 | $519K | Buy |
5,851
+20
| +0.3% | +$1.77K | 0.04% | 193 |
|
|
2019
Q2 | $510K | Buy |
5,831
+15
| +0.3% | +$1.31K | 0.04% | 185 |
|
|
2019
Q1 | $498K | Buy |
5,816
+17
| +0.3% | +$1.46K | 0.04% | 184 |
|
|
2018
Q4 | $452K | Sell |
5,799
-101
| -2% | -$7.87K | 0.05% | 153 |
|
|
2018
Q3 | $514K | Buy |
5,900
+144
| +3% | +$12.5K | 0.05% | 158 |
|
|
2018
Q2 | $478K | Buy |
5,756
+743
| +15% | +$61.7K | 0.05% | 164 |
|
|
2018
Q1 | $413K | Sell |
5,013
-297
| -6% | -$24.5K | 0.04% | 180 |
|
|
2017
Q4 | $455K | Buy |
5,310
+515
| +11% | +$44.1K | 0.05% | 176 |
|
|
2017
Q3 | $389K | Buy |
4,795
+16
| +0.3% | +$1.3K | 0.05% | 179 |
|
|
2017
Q2 | $374K | Buy |
4,779
+15
| +0.3% | +$1.17K | 0.05% | 175 |
|
|
2017
Q1 | $370K | Sell |
4,764
-24
| -0.5% | -$1.86K | 0.05% | 167 |
|
|
2016
Q4 | $363K | Buy |
4,788
+57
| +1% | +$4.32K | 0.05% | 168 |
|
|
2016
Q3 | $341K | Sell |
4,731
-361
| -7% | -$26K | 0.06% | 155 |
|
|
2016
Q2 | $364K | Buy |
5,092
+418
| +9% | +$29.9K | 0.1% | 147 |
|
|
2016
Q1 | $323K | Buy |
4,674
+1,625
| +53% | +$112K | 0.1% | 134 |
|
|
2015
Q4 | $204K | Buy |
+3,049
| New | +$204K | 0.08% | 161 |
|
|
2015
Q3 | – | Sell |
-3,028
| Closed | -$204K | – | 195 |
|
|
2015
Q2 | $204K | Hold |
3,028
| – | – | 0.09% | 179 |
|
|
2015
Q1 | $207K | Buy |
+3,028
| New | +$207K | 0.09% | 169 |
|