Spire Wealth Management’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 | $1.44M | Sell |
10,832
-3,105
| -22% | -$414K | 0.05% | 295 |
|
|
2025
Q1 | $1.8M | Buy |
13,937
+1,966
| +16% | +$254K | 0.06% | 283 |
|
|
2024
Q4 | $1.53M | Buy |
11,971
+570
| +5% | +$72.7K | 0.05% | 296 |
|
|
2024
Q3 | $1.46M | Buy |
11,401
+163
| +1% | +$20.9K | 0.05% | 293 |
|
|
2024
Q2 | $1.33M | Sell |
11,238
-5,974
| -35% | -$709K | 0.05% | 290 |
|
|
2024
Q1 | $2.08M | Buy |
17,212
+590
| +4% | +$71.4K | 0.04% | 248 |
|
|
2023
Q4 | $1.86M | Sell |
16,622
-3,850
| -19% | -$430K | 0.06% | 258 |
|
|
2023
Q3 | $2.12M | Sell |
20,472
-75
| -0.4% | -$7.75K | 0.08% | 215 |
|
|
2023
Q2 | $2.18M | Buy |
20,547
+333
| +2% | +$35.3K | 0.08% | 223 |
|
|
2023
Q1 | $2.13M | Buy |
20,214
+6,226
| +45% | +$657K | 0.08% | 221 |
|
|
2022
Q4 | $1.51M | Buy |
13,988
+1,329
| +10% | +$144K | 0.09% | 189 |
|
|
2022
Q3 | $1.2M | Sell |
12,659
-1,066
| -8% | -$101K | 0.07% | 185 |
|
|
2022
Q2 | $1.4M | Buy |
13,725
+1,289
| +10% | +$131K | 0.06% | 264 |
|
|
2022
Q1 | $1.39M | Sell |
12,436
-21,217
| -63% | -$2.37M | 0.04% | 324 |
|
|
2021
Q4 | $3.77M | Buy |
33,653
+21,535
| +178% | +$2.41M | 0.08% | 207 |
|
|
2021
Q3 | $1.23M | Buy |
12,118
+397
| +3% | +$40.2K | 0.03% | 366 |
|
|
2021
Q2 | $1.23M | Sell |
11,721
-42,843
| -79% | -$4.49M | 0.03% | 374 |
|
|
2021
Q1 | $5.54M | Buy |
+54,564
| New | +$5.54M | 0.15% | 149 |
|