Sowell Financial Services’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 | $3.77M | Buy |
28,276
+609
| +2% | +$81.2K | 0.15% | 138 |
|
|
2025
Q1 | $3.57M | Buy |
27,667
+2,385
| +9% | +$308K | 0.16% | 134 |
|
|
2024
Q4 | $3.23M | Sell |
25,282
-15,186
| -38% | -$1.94M | 0.17% | 139 |
|
|
2024
Q3 | $5.19M | Sell |
40,468
-2,318
| -5% | -$297K | 0.24% | 104 |
|
|
2024
Q2 | $5.07M | Buy |
42,786
+1,868
| +5% | +$222K | 0.24% | 97 |
|
|
2024
Q1 | $4.95M | Sell |
40,918
-1,274
| -3% | -$154K | 0.23% | 108 |
|
|
2023
Q4 | $4.71M | Sell |
42,192
-9,336
| -18% | -$1.04M | 0.26% | 106 |
|
|
2023
Q3 | $5.32M | Buy |
51,528
+2,160
| +4% | +$223K | 0.33% | 80 |
|
|
2023
Q2 | $5.24M | Buy |
49,368
+16,055
| +48% | +$1.7M | 0.29% | 84 |
|
|
2023
Q1 | $3.51M | Buy |
33,313
+3,628
| +12% | +$383K | 0.27% | 87 |
|
|
2022
Q4 | $3.21M | Buy |
29,685
+7,030
| +31% | +$761K | 0.21% | 129 |
|
|
2022
Q3 | $2.15M | Sell |
22,655
-9,236
| -29% | -$877K | 0.22% | 128 |
|
|
2022
Q2 | $3.08M | Sell |
31,891
-13,428
| -30% | -$1.3M | 0.28% | 80 |
|
|
2022
Q1 | $3.85M | Buy |
45,319
+5,895
| +15% | +$501K | 0.67% | 27 |
|
|
2021
Q4 | $4.42M | Sell |
39,424
-1,598
| -4% | -$179K | 0.25% | 86 |
|
|
2021
Q3 | $4.24M | Sell |
41,022
-15,561
| -28% | -$1.61M | 0.29% | 88 |
|
|
2021
Q2 | $5.93M | Buy |
56,583
+559
| +1% | +$58.6K | 0.39% | 61 |
|
|
2021
Q1 | $5.99M | Buy |
56,024
+16,929
| +43% | +$1.81M | 0.21% | 101 |
|
|
2020
Q4 | $3.58M | Buy |
39,095
+28,033
| +253% | +$2.57M | 0.15% | 125 |
|
|
2020
Q3 | $895K | Sell |
11,062
-1,111
| -9% | -$89.9K | 0.04% | 321 |
|
|
2020
Q2 | $959K | Buy |
12,173
+709
| +6% | +$55.9K | 0.05% | 283 |
|
|
2020
Q1 | $811K | Sell |
11,464
-1,861
| -14% | -$132K | 0.06% | 281 |
|
|
2019
Q4 | $1.25M | Buy |
13,325
+768
| +6% | +$72K | 0.1% | 220 |
|
|
2019
Q3 | $1.11M | Buy |
+12,557
| New | +$1.11M | 0.09% | 233 |
|
|
2019
Q1 | $1.34M | Buy |
15,585
+143
| +0.9% | +$12.2K | 0.15% | 154 |
|
|
2018
Q4 | $1.2M | Sell |
15,442
-11,143
| -42% | -$869K | 0.17% | 129 |
|
|
2018
Q3 | $2.32M | Buy |
+26,585
| New | +$2.32M | 0.34% | 61 |
|