SPC
Sigma Planning Corp’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 | $3.85M | Sell |
28,843
-4,945
| -15% | -$659K | 0.12% | 181 |
|
|
2025
Q1 | $4.36M | Sell |
33,788
-2,872
| -8% | -$370K | 0.14% | 147 |
|
|
2024
Q4 | $4.68M | Sell |
36,660
-1,916
| -5% | -$244K | 0.15% | 144 |
|
|
2024
Q3 | $4.95M | Buy |
38,576
+35
| +0.1% | +$4.49K | 0.15% | 125 |
|
|
2024
Q2 | $4.57M | Buy |
38,541
+425
| +1% | +$50.4K | 0.14% | 137 |
|
|
2024
Q1 | $4.61M | Buy |
38,116
+19,928
| +110% | +$2.41M | 0.14% | 139 |
|
|
2023
Q4 | $2.03M | Sell |
18,188
-27,468
| -60% | -$3.07M | 0.16% | 127 |
|
|
2023
Q3 | $4.72M | Sell |
45,656
-9,265
| -17% | -$957K | 0.18% | 114 |
|
|
2023
Q2 | $5.83M | Sell |
54,921
-11,745
| -18% | -$1.25M | 0.21% | 98 |
|
|
2023
Q1 | $7.03M | Sell |
66,666
-3,439
| -5% | -$363K | 0.23% | 91 |
|
|
2022
Q4 | $7.59M | Sell |
70,105
-6,459
| -8% | -$699K | 0.27% | 78 |
|
|
2022
Q3 | $7.26M | Buy |
76,564
+6,919
| +10% | +$656K | 0.28% | 74 |
|
|
2022
Q2 | $7.08M | Buy |
69,645
+2,200
| +3% | +$224K | 0.25% | 76 |
|
|
2022
Q1 | $7.57M | Buy |
67,445
+14,385
| +27% | +$1.61M | 0.23% | 84 |
|
|
2021
Q4 | $5.95M | Buy |
53,060
+1,690
| +3% | +$189K | 0.17% | 122 |
|
|
2021
Q3 | $5.31M | Sell |
51,370
-1,962
| -4% | -$203K | 0.16% | 135 |
|
|
2021
Q2 | $5.59M | Buy |
53,332
+459
| +0.9% | +$48.1K | 0.17% | 129 |
|
|
2021
Q1 | $5.35M | Sell |
52,873
-1,550
| -3% | -$157K | 0.17% | 141 |
|
|
2020
Q4 | $4.98M | Buy |
54,423
+577
| +1% | +$52.8K | 0.17% | 132 |
|
|
2020
Q3 | $4.36M | Sell |
53,846
-4,850
| -8% | -$393K | 0.17% | 125 |
|
|
2020
Q2 | $4.62M | Buy |
58,696
+6,932
| +13% | +$546K | 0.2% | 106 |
|
|
2020
Q1 | $3.66M | Buy |
51,764
+2,114
| +4% | +$150K | 0.22% | 98 |
|
|
2019
Q4 | $4.65M | Buy |
49,650
+1,755
| +4% | +$164K | 0.2% | 113 |
|
|
2019
Q3 | $4.25M | Buy |
47,895
+117
| +0.2% | +$10.4K | 0.2% | 116 |
|
|
2019
Q2 | $4.18M | Buy |
47,778
+882
| +2% | +$77.1K | 0.22% | 111 |
|
|
2019
Q1 | $4.02M | Buy |
46,896
+5,175
| +12% | +$443K | 0.23% | 106 |
|
|
2018
Q4 | $3.25M | Buy |
41,721
+2,710
| +7% | +$211K | 0.24% | 96 |
|
|
2018
Q3 | $3.4M | Sell |
39,011
-4,830
| -11% | -$421K | 0.2% | 109 |
|
|
2018
Q2 | $3.64M | Sell |
43,841
-2,751
| -6% | -$228K | 0.24% | 89 |
|
|
2018
Q1 | $3.84M | Sell |
46,592
-1,208
| -3% | -$99.6K | 0.28% | 76 |
|
|
2017
Q4 | $4.09M | Buy |
47,800
+2,769
| +6% | +$237K | 0.32% | 64 |
|
|
2017
Q3 | $3.65M | Buy |
45,031
+18
| +0% | +$1.46K | 0.3% | 65 |
|
|
2017
Q2 | $3.52M | Sell |
45,013
-1,212
| -3% | -$94.7K | 0.33% | 60 |
|
|
2017
Q1 | $3.59M | Sell |
46,225
-203
| -0.4% | -$15.8K | 0.35% | 57 |
|
|
2016
Q4 | $3.52M | Sell |
46,428
-243
| -0.5% | -$18.4K | 0.38% | 52 |
|
|
2016
Q3 | $3.37M | Buy |
46,671
+233
| +0.5% | +$16.8K | 0.4% | 52 |
|
|
2016
Q2 | $3.32M | Buy |
46,438
+971
| +2% | +$69.4K | 0.43% | 46 |
|
|
2016
Q1 | $3.14M | Buy |
45,467
+2,785
| +7% | +$192K | 0.43% | 47 |
|
|
2015
Q4 | $2.85M | Buy |
42,682
+7,667
| +22% | +$512K | 0.4% | 51 |
|
|
2015
Q3 | $2.19M | Sell |
35,015
-12,369
| -26% | -$775K | 0.35% | 63 |
|
|
2015
Q2 | $3.19M | Buy |
47,384
+2,115
| +5% | +$142K | 0.44% | 47 |
|
|
2015
Q1 | $3.09M | Buy |
45,269
+6,158
| +16% | +$421K | 0.41% | 43 |
|
|
2014
Q4 | $2.69M | Buy |
+39,111
| New | +$2.69M | 0.36% | 64 |
|