Stone House Investment 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 | $144K | Buy |
1,080
+874
| +424% | +$117K | 0.03% | 91 |
|
|
2025
Q1 | $26.6K | Buy |
+206
| New | +$26.6K | 0.01% | 191 |
|
|
2024
Q4 | – | Sell |
-206
| Closed | -$26.4K | – | 354 |
|
|
2024
Q3 | $26.4K | Hold |
206
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $24.4K | Sell |
206
-12
| -6% | -$1.42K | 0.01% | 171 |
|
|
2024
Q1 | $26.4K | Hold |
218
| – | – | 0.01% | 172 |
|
|
2023
Q4 | $24.4K | Hold |
218
| – | – | 0.01% | 113 |
|
|
2023
Q3 | $22.6K | Sell |
218
-1,079
| -83% | -$112K | 0.01% | 113 |
|
|
2023
Q2 | $138K | Sell |
1,297
-1,252
| -49% | -$133K | 0.05% | 46 |
|
|
2023
Q1 | $269K | Buy |
+2,549
| New | +$269K | 0.09% | 30 |
|
|
2020
Q2 | – | Sell |
-5,112
| Closed | -$362K | – | 42 |
|
|
2020
Q1 | $362K | Buy |
+5,112
| New | +$362K | 0.21% | 27 |
|
|
2019
Q4 | – | Sell |
-5,310
| Closed | -$471K | – | 50 |
|
|
2019
Q3 | $471K | Sell |
5,310
-724
| -12% | -$64.2K | 0.23% | 36 |
|
|
2019
Q2 | $527K | Buy |
6,034
+33
| +0.5% | +$2.88K | 0.28% | 32 |
|
|
2019
Q1 | $514K | Sell |
6,001
-1,589
| -21% | -$136K | 0.27% | 37 |
|
|
2018
Q4 | $592K | Sell |
7,590
-191
| -2% | -$14.9K | 0.37% | 34 |
|
|
2018
Q3 | $678K | Sell |
7,781
-4,038
| -34% | -$352K | 0.39% | 33 |
|
|
2018
Q2 | $982K | Buy |
11,819
+7,684
| +186% | +$638K | 0.63% | 28 |
|
|
2018
Q1 | $341K | Sell |
4,135
-281
| -6% | -$23.2K | 0.22% | 33 |
|
|
2017
Q4 | $378K | Buy |
4,416
+31
| +0.7% | +$2.65K | 0.26% | 29 |
|
|
2017
Q3 | $356K | Buy |
4,385
+31
| +0.7% | +$2.52K | 0.25% | 32 |
|
|
2017
Q2 | $340K | Sell |
4,354
-213
| -5% | -$16.6K | 0.24% | 33 |
|
|
2017
Q1 | $355K | Buy |
4,567
+32
| +0.7% | +$2.49K | 0.27% | 32 |
|
|
2016
Q4 | $344K | Buy |
+4,535
| New | +$344K | 0.29% | 32 |
|