SGK
Steigerwald Gordon & Koch’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 | $922K | Sell |
6,913
-1
| -0% | -$133 | 0.1% | 65 |
|
|
2025
Q1 | $892K | Buy |
6,914
+1
| +0% | +$129 | 0.1% | 65 |
|
|
2024
Q4 | $882K | Buy |
6,913
+24
| +0.3% | +$3.06K | 0.1% | 67 |
|
|
2024
Q3 | $883K | Buy |
6,889
+182
| +3% | +$23.3K | 0.1% | 66 |
|
|
2024
Q2 | $796K | Sell |
6,707
-831
| -11% | -$98.6K | 0.1% | 66 |
|
|
2024
Q1 | $912K | Hold |
7,538
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $841K | Sell |
7,538
-233
| -3% | -$26K | 0.11% | 64 |
|
|
2023
Q3 | $803K | Buy |
7,771
+233
| +3% | +$24.1K | 0.12% | 62 |
|
|
2023
Q2 | $800K | Sell |
7,538
-50
| -0.7% | -$5.3K | 0.12% | 61 |
|
|
2023
Q1 | $800K | Hold |
7,588
| – | – | 0.12% | 61 |
|
|
2022
Q4 | $821K | Sell |
7,588
-1,136
| -13% | -$123K | 0.13% | 59 |
|
|
2022
Q3 | $828K | Buy |
8,724
+1,136
| +15% | +$108K | 0.15% | 58 |
|
|
2022
Q2 | $772K | Sell |
7,588
-300
| -4% | -$30.5K | 0.13% | 63 |
|
|
2022
Q1 | $885K | Hold |
7,888
| – | – | 0.14% | 64 |
|
|
2021
Q4 | $884K | Sell |
7,888
-200
| -2% | -$22.4K | 0.13% | 64 |
|
|
2021
Q3 | $836K | Buy |
8,088
+21
| +0.3% | +$2.17K | 0.14% | 60 |
|
|
2021
Q2 | $845K | Buy |
8,067
+20
| +0.2% | +$2.1K | 0.14% | 60 |
|
|
2021
Q1 | $813K | Buy |
8,047
+19
| +0.2% | +$1.92K | 0.15% | 60 |
|
|
2020
Q4 | $735K | Sell |
8,028
-82
| -1% | -$7.51K | 0.15% | 57 |
|
|
2020
Q3 | $656K | Buy |
8,110
+25
| +0.3% | +$2.02K | 0.16% | 56 |
|
|
2020
Q2 | $637K | Buy |
8,085
+30
| +0.4% | +$2.36K | 0.17% | 59 |
|
|
2020
Q1 | $570K | Buy |
8,055
+22
| +0.3% | +$1.56K | 0.19% | 56 |
|
|
2019
Q4 | $753K | Buy |
8,033
+4,415
| +122% | +$414K | 0.18% | 53 |
|
|
2019
Q3 | $321K | Buy |
3,618
+338
| +10% | +$30K | 0.08% | 67 |
|
|
2019
Q2 | $287K | Buy |
3,280
+19
| +0.6% | +$1.66K | 0.07% | 71 |
|
|
2019
Q1 | $279K | Sell |
3,261
-980
| -23% | -$83.8K | 0.07% | 71 |
|
|
2018
Q4 | $331K | Buy |
4,241
+62
| +1% | +$4.84K | 0.1% | 65 |
|
|
2018
Q3 | $364K | Buy |
+4,179
| New | +$364K | 0.09% | 66 |
|