Sound Income Strategies’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 | $465K | Buy |
3,485
+401
| +13% | +$53.5K | 0.03% | 191 |
|
|
2025
Q1 | $398K | Buy |
3,084
+114
| +4% | +$14.7K | 0.02% | 202 |
|
|
2024
Q4 | $379K | Buy |
2,970
+220
| +8% | +$28.1K | 0.02% | 184 |
|
|
2024
Q3 | $353K | Buy |
2,750
+2,207
| +406% | +$283K | 0.02% | 190 |
|
|
2024
Q2 | $64.4K | Buy |
543
+206
| +61% | +$24.4K | ﹤0.01% | 395 |
|
|
2024
Q1 | $40.8K | Buy |
337
+42
| +14% | +$5.08K | ﹤0.01% | 449 |
|
|
2023
Q4 | $32.9K | Sell |
295
-288
| -49% | -$32.2K | ﹤0.01% | 491 |
|
|
2023
Q3 | $60.2K | Buy |
583
+288
| +98% | +$29.8K | 0.01% | 286 |
|
|
2023
Q2 | $31.3K | Hold |
295
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $31.1K | Hold |
295
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $31.9K | Sell |
295
-32
| -10% | -$3.46K | ﹤0.01% | 318 |
|
|
2022
Q3 | $31K | Buy |
327
+67
| +26% | +$6.35K | ﹤0.01% | 295 |
|
|
2022
Q2 | $26K | Buy |
260
+27
| +12% | +$2.7K | ﹤0.01% | 315 |
|
|
2022
Q1 | $26K | Sell |
233
-105
| -31% | -$11.7K | ﹤0.01% | 320 |
|
|
2021
Q4 | $38K | Buy |
338
+200
| +145% | +$22.5K | ﹤0.01% | 266 |
|
|
2021
Q3 | $14K | Sell |
138
-73
| -35% | -$7.41K | ﹤0.01% | 411 |
|
|
2021
Q2 | $22K | Sell |
211
-61
| -22% | -$6.36K | ﹤0.01% | 334 |
|
|
2021
Q1 | $27.5K | Buy |
272
+99
| +57% | +$10K | ﹤0.01% | 312 |
|
|
2020
Q4 | $16K | Hold |
173
| – | – | ﹤0.01% | 370 |
|
|
2020
Q3 | $14K | Hold |
173
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $14K | Sell |
173
-115
| -40% | -$9.31K | ﹤0.01% | 336 |
|
|
2020
Q1 | $20K | Hold |
288
| – | – | 0.01% | 255 |
|
|
2019
Q4 | $27K | Buy |
288
+100
| +53% | +$9.38K | 0.01% | 201 |
|
|
2019
Q3 | $17K | Sell |
188
-15
| -7% | -$1.36K | 0.01% | 234 |
|
|
2019
Q2 | $18K | Buy |
203
+25
| +14% | +$2.22K | 0.01% | 243 |
|
|
2019
Q1 | $15K | Hold |
178
| – | – | 0.01% | 270 |
|
|
2018
Q4 | $14K | Sell |
178
-20
| -10% | -$1.57K | 0.01% | 283 |
|
|
2018
Q3 | $17K | Buy |
198
+20
| +11% | +$1.72K | 0.01% | 266 |
|
|
2018
Q2 | $15K | Buy |
178
+115
| +183% | +$9.69K | 0.01% | 254 |
|
|
2018
Q1 | $5K | Hold |
63
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 330 |
|