SDAM
Shulman DeMeo Asset 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 | $432K | Sell |
3,242
-3
| -0.1% | -$400 | 0.11% | 70 |
|
|
2025
Q1 | $419K | Sell |
3,245
-40
| -1% | -$5.16K | 0.12% | 72 |
|
|
2024
Q4 | $419K | Sell |
3,285
-681
| -17% | -$86.9K | 0.11% | 72 |
|
|
2024
Q3 | $508K | Buy |
3,966
+1
| +0% | +$128 | 0.12% | 70 |
|
|
2024
Q2 | $470K | Sell |
3,965
-11
| -0.3% | -$1.31K | 0.12% | 67 |
|
|
2024
Q1 | $481K | Sell |
3,976
-39
| -1% | -$4.72K | 0.13% | 69 |
|
|
2023
Q4 | $448K | Sell |
4,015
-7
| -0.2% | -$781 | 0.13% | 71 |
|
|
2023
Q3 | $416K | Sell |
4,022
-16
| -0.4% | -$1.65K | 0.14% | 68 |
|
|
2023
Q2 | $428K | Sell |
4,038
-126
| -3% | -$13.4K | 0.13% | 71 |
|
|
2023
Q1 | $439K | Sell |
4,164
-107
| -3% | -$11.3K | 0.14% | 70 |
|
|
2022
Q4 | $462K | Sell |
4,271
-23
| -0.5% | -$2.49K | 0.15% | 63 |
|
|
2022
Q3 | $407K | Sell |
4,294
-29
| -0.7% | -$2.75K | 0.14% | 70 |
|
|
2022
Q2 | $440K | Sell |
4,323
-2,365
| -35% | -$241K | 0.15% | 71 |
|
|
2022
Q1 | $751K | Buy |
6,688
+3,051
| +84% | +$343K | 0.21% | 46 |
|
|
2021
Q4 | $408K | Sell |
3,637
-1
| -0% | -$112 | 0.11% | 93 |
|
|
2021
Q3 | $376K | Buy |
+3,638
| New | +$376K | 0.33% | 50 |
|
|
2021
Q2 | – | Sell |
-3,637
| Closed | -$368K | – | 141 |
|
|
2021
Q1 | $368K | Sell |
3,637
-40
| -1% | -$4.05K | 0.1% | 94 |
|
|
2020
Q4 | $336K | Sell |
3,677
-1,626
| -31% | -$149K | 0.1% | 99 |
|
|
2020
Q3 | $429K | Buy |
5,303
+1
| +0% | +$81 | 0.14% | 67 |
|
|
2020
Q2 | $418K | Buy |
5,302
+1
| +0% | +$79 | 0.16% | 63 |
|
|
2020
Q1 | $375K | Sell |
5,301
-1,962
| -27% | -$139K | 0.17% | 57 |
|
|
2019
Q4 | $681K | Sell |
7,263
-1,918
| -21% | -$180K | 0.24% | 46 |
|
|
2019
Q3 | $815K | Sell |
9,181
-196
| -2% | -$17.4K | 0.27% | 41 |
|
|
2019
Q2 | $819K | Buy |
9,377
+312
| +3% | +$27.3K | 0.3% | 36 |
|
|
2019
Q1 | $776K | Buy |
+9,065
| New | +$776K | 0.3% | 39 |
|