Sheaff Brock 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
Q1 | $302K | Hold |
2,344
| – | – | 0.03% | 330 |
|
|
2024
Q4 | $299K | Hold |
2,344
| – | – | 0.03% | 334 |
|
|
2024
Q3 | $300K | Hold |
2,344
| – | – | 0.03% | 331 |
|
|
2024
Q2 | $278K | Sell |
2,344
-1,513
| -39% | -$179K | 0.03% | 334 |
|
|
2024
Q1 | $467K | Hold |
3,857
| – | – | 0.03% | 291 |
|
|
2023
Q4 | $431K | Hold |
3,857
| – | – | 0.03% | 285 |
|
|
2023
Q3 | $398K | Sell |
3,857
-69
| -2% | -$7.13K | 0.04% | 280 |
|
|
2023
Q2 | $416K | Buy |
3,926
+1
| +0% | +$106 | 0.04% | 285 |
|
|
2023
Q1 | $414K | Buy |
3,925
+118
| +3% | +$12.5K | 0.04% | 284 |
|
|
2022
Q4 | $412K | Sell |
3,807
-201
| -5% | -$21.8K | 0.04% | 275 |
|
|
2022
Q3 | $380K | Hold |
4,008
| – | – | 0.04% | 277 |
|
|
2022
Q2 | $408K | Sell |
4,008
-119
| -3% | -$12.1K | 0.03% | 271 |
|
|
2022
Q1 | $463K | Sell |
4,127
-264
| -6% | -$29.6K | 0.03% | 284 |
|
|
2021
Q4 | $492K | Hold |
4,391
| – | – | 0.03% | 278 |
|
|
2021
Q3 | $454K | Sell |
4,391
-43
| -1% | -$4.45K | 0.03% | 283 |
|
|
2021
Q2 | $464K | Hold |
4,434
| – | – | 0.03% | 276 |
|
|
2021
Q1 | $448K | Sell |
4,434
-412
| -9% | -$41.6K | 0.04% | 268 |
|
|
2020
Q4 | $443K | Sell |
4,846
-101
| -2% | -$9.23K | 0.04% | 252 |
|
|
2020
Q3 | $400K | Buy |
4,947
+1,121
| +29% | +$90.6K | 0.04% | 246 |
|
|
2020
Q2 | $301K | Buy |
3,826
+146
| +4% | +$11.5K | 0.03% | 294 |
|
|
2020
Q1 | $260K | Sell |
3,680
-2,362
| -39% | -$167K | 0.03% | 287 |
|
|
2019
Q4 | $566K | Hold |
6,042
| – | – | 0.06% | 226 |
|
|
2019
Q3 | $536K | Sell |
6,042
-2,752
| -31% | -$244K | 0.06% | 233 |
|
|
2019
Q2 | $768K | Buy |
8,794
+15
| +0.2% | +$1.31K | 0.08% | 179 |
|
|
2019
Q1 | $752K | Buy |
8,779
+10
| +0.1% | +$857 | 0.09% | 188 |
|
|
2018
Q4 | $684K | Buy |
8,769
+1,022
| +13% | +$79.7K | 0.11% | 178 |
|
|
2018
Q3 | $675K | Buy |
7,747
+2,178
| +39% | +$190K | 0.06% | 207 |
|
|
2018
Q2 | $463K | Sell |
5,569
-1,000
| -15% | -$83.1K | 0.05% | 263 |
|
|
2018
Q1 | $542K | Hold |
6,569
| – | – | 0.06% | 233 |
|
|
2017
Q4 | $562K | Sell |
6,569
-216
| -3% | -$18.5K | 0.07% | 235 |
|
|
2017
Q3 | $550K | Buy |
6,785
+48
| +0.7% | +$3.89K | 0.07% | 244 |
|
|
2017
Q2 | $527K | Sell |
6,737
-1,346
| -17% | -$105K | 0.07% | 263 |
|
|
2017
Q1 | $628K | Sell |
8,083
-244
| -3% | -$19K | 0.08% | 242 |
|
|
2016
Q4 | $631K | Buy |
8,327
+23
| +0.3% | +$1.74K | 0.08% | 246 |
|
|
2016
Q3 | $599K | Sell |
8,304
-884
| -10% | -$63.8K | 0.08% | 247 |
|
|
2016
Q2 | $656K | Buy |
9,188
+1,395
| +18% | +$99.6K | 0.08% | 232 |
|
|
2016
Q1 | $538K | Sell |
7,793
-4,770
| -38% | -$329K | 0.07% | 276 |
|
|
2015
Q4 | $838K | Buy |
+12,563
| New | +$838K | 0.09% | 212 |
|