SC
Stephens Consulting’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 | $400K | Sell |
3,000
-43
| -1% | -$5.73K | 0.09% | 71 |
|
|
2025
Q1 | $392K | Sell |
3,043
-15
| -0.5% | -$1.94K | 0.1% | 63 |
|
|
2024
Q4 | $390K | Sell |
3,058
-68
| -2% | -$8.68K | 0.1% | 69 |
|
|
2024
Q3 | $401K | Buy |
3,126
+9
| +0.3% | +$1.15K | 0.1% | 65 |
|
|
2024
Q2 | $370K | Sell |
3,117
-3,001
| -49% | -$356K | 0.11% | 61 |
|
|
2024
Q1 | $740K | Sell |
6,118
-410
| -6% | -$49.6K | 0.23% | 38 |
|
|
2023
Q4 | $729K | Sell |
6,528
-1,133
| -15% | -$126K | 0.25% | 37 |
|
|
2023
Q3 | $791K | Buy |
7,661
+8
| +0.1% | +$827 | 0.32% | 33 |
|
|
2023
Q2 | $812K | Sell |
7,653
-2,510
| -25% | -$266K | 0.32% | 34 |
|
|
2023
Q1 | $1.07M | Sell |
10,163
-116
| -1% | -$12.2K | 0.65% | 28 |
|
|
2022
Q4 | $1.11M | Sell |
10,279
-1,270
| -11% | -$137K | 0.74% | 26 |
|
|
2022
Q3 | $1.1M | Sell |
11,549
-4,846
| -30% | -$460K | 0.98% | 20 |
|
|
2022
Q2 | $1.67M | Buy |
16,395
+2,975
| +22% | +$303K | 1.36% | 14 |
|
|
2022
Q1 | $1.51M | Buy |
13,420
+10,029
| +296% | +$1.13M | 1.23% | 18 |
|
|
2021
Q4 | $380K | Buy |
+3,391
| New | +$380K | 0.31% | 52 |
|