Sterling Financial Planning’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 | $10M | Buy |
75,194
+3,889
| +5% | +$518K | 3.35% | 8 |
|
|
2025
Q1 | $9.2M | Buy |
71,305
+1,442
| +2% | +$186K | 3.33% | 8 |
|
|
2024
Q4 | $8.91M | Buy |
69,863
+469
| +0.7% | +$59.8K | 3.28% | 8 |
|
|
2024
Q3 | $8.9M | Buy |
69,394
+990
| +1% | +$127K | 3.28% | 8 |
|
|
2024
Q2 | $8.11M | Buy |
68,404
+1,824
| +3% | +$216K | 3.29% | 8 |
|
|
2024
Q1 | $8.06M | Buy |
66,580
+338
| +0.5% | +$40.9K | 3.26% | 9 |
|
|
2023
Q4 | $7.39M | Buy |
66,242
+2,698
| +4% | +$301K | 3.2% | 9 |
|
|
2023
Q3 | $6.57M | Buy |
63,544
+2,072
| +3% | +$214K | 3.36% | 8 |
|
|
2023
Q2 | $6.52M | Buy |
61,472
+7,992
| +15% | +$848K | 3.23% | 8 |
|
|
2023
Q1 | $5.64M | Buy |
53,480
+5,211
| +11% | +$550K | 3.06% | 8 |
|
|
2022
Q4 | $5.22M | Buy |
48,269
+3,848
| +9% | +$416K | 3.12% | 8 |
|
|
2022
Q3 | $4.22M | Buy |
44,421
+2,681
| +6% | +$254K | 2.96% | 10 |
|
|
2022
Q2 | $4.25M | Buy |
41,740
+1,431
| +4% | +$146K | 2.98% | 11 |
|
|
2022
Q1 | $4.53M | Buy |
40,309
+2,141
| +6% | +$240K | 2.85% | 12 |
|
|
2021
Q4 | $4.28M | Buy |
38,168
+1,412
| +4% | +$158K | 2.68% | 11 |
|
|
2021
Q3 | $3.8M | Buy |
36,756
+1,426
| +4% | +$147K | 2.42% | 13 |
|
|
2021
Q2 | $3.7M | Buy |
35,330
+479
| +1% | +$50.2K | 2.4% | 13 |
|
|
2021
Q1 | $3.52M | Buy |
34,851
+4,557
| +15% | +$461K | 2.51% | 13 |
|
|
2020
Q4 | $2.77M | Buy |
+30,294
| New | +$2.77M | 2.23% | 13 |
|