Stokes Family Office’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 | $11.7M | Sell |
87,502
-3,838
| -4% | -$512K | 1.22% | 20 |
|
|
2025
Q1 | $11.8M | Sell |
91,340
-5,579
| -6% | -$719K | 1.32% | 19 |
|
|
2024
Q4 | $12.4M | Buy |
96,919
+45
| +0% | +$5.74K | 1.32% | 18 |
|
|
2024
Q3 | $12.4M | Buy |
96,874
+233
| +0.2% | +$29.9K | 1.36% | 18 |
|
|
2024
Q2 | $11.5M | Sell |
96,641
-5,015
| -5% | -$595K | 1.34% | 18 |
|
|
2024
Q1 | $12.3M | Buy |
101,656
+69
| +0.1% | +$8.35K | 1.54% | 15 |
|
|
2023
Q4 | $11.3M | Sell |
101,587
-11,038
| -10% | -$1.23M | 1.53% | 13 |
|
|
2023
Q3 | $11.6M | Sell |
112,625
-1,810
| -2% | -$187K | 1.37% | 13 |
|
|
2023
Q2 | $12.1M | Sell |
114,435
-5,059
| -4% | -$537K | 1.4% | 14 |
|
|
2023
Q1 | $12.6M | Buy |
119,494
+2,636
| +2% | +$278K | 1.57% | 14 |
|
|
2022
Q4 | $12.6M | Buy |
116,858
+2,073
| +2% | +$224K | 1.63% | 14 |
|
|
2022
Q3 | $10.9M | Sell |
114,785
-2,706
| -2% | -$257K | 1.55% | 14 |
|
|
2022
Q2 | $11.9M | Sell |
117,491
-253
| -0.2% | -$25.7K | 1.63% | 14 |
|
|
2022
Q1 | $13.2M | Sell |
117,744
-406
| -0.3% | -$45.6K | 1.75% | 12 |
|
|
2021
Q4 | $13.2M | Buy |
118,150
+4,134
| +4% | +$463K | 1.65% | 13 |
|
|
2021
Q3 | $11.8M | Buy |
114,016
+8
| +0% | +$827 | 1.64% | 14 |
|
|
2021
Q2 | $11.9M | Sell |
114,008
-3,792
| -3% | -$397K | 1.69% | 13 |
|
|
2021
Q1 | $11.9M | Buy |
117,800
+1,612
| +1% | +$163K | 1.85% | 12 |
|
|
2020
Q4 | $10.6M | Sell |
116,188
-51
| -0% | -$4.67K | 2.1% | 9 |
|
|
2020
Q3 | $9.41M | Sell |
116,239
-6,361
| -5% | -$515K | 2.13% | 9 |
|
|
2020
Q2 | $9.66M | Sell |
122,600
-979
| -0.8% | -$77.1K | 2.44% | 8 |
|
|
2020
Q1 | $8.74M | Buy |
123,579
+608
| +0.5% | +$43K | 2.33% | 11 |
|
|
2019
Q4 | $11.5M | Buy |
+122,971
| New | +$11.5M | 2.56% | 9 |
|