Strategic Family Wealth Counselors’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 | $10.6M | Sell |
79,621
-852
| -1% | -$114K | 3.02% | 8 |
|
|
2025
Q1 | $10.4M | Buy |
80,473
+1,491
| +2% | +$192K | 3.37% | 5 |
|
|
2024
Q4 | $10.1M | Buy |
78,982
+3,085
| +4% | +$394K | 3.28% | 5 |
|
|
2024
Q3 | $9.73M | Buy |
75,897
+4,832
| +7% | +$619K | 3.4% | 6 |
|
|
2024
Q2 | $8.43M | Buy |
71,065
+2,248
| +3% | +$267K | 3.21% | 9 |
|
|
2024
Q1 | $8.33M | Buy |
68,817
+1,293
| +2% | +$156K | 3.29% | 9 |
|
|
2023
Q4 | $7.54M | Sell |
67,524
-1,044
| -2% | -$117K | 3.16% | 8 |
|
|
2023
Q3 | $7.08M | Buy |
68,568
+684
| +1% | +$70.7K | 3.4% | 6 |
|
|
2023
Q2 | $7.2M | Buy |
67,884
+1,366
| +2% | +$145K | 3.31% | 6 |
|
|
2023
Q1 | $7.02M | Buy |
66,518
+6,281
| +10% | +$663K | 3.32% | 7 |
|
|
2022
Q4 | $6.52M | Buy |
60,237
+158
| +0.3% | +$17.1K | 3.23% | 6 |
|
|
2022
Q3 | $5.7M | Buy |
60,079
+2,380
| +4% | +$226K | 2.8% | 11 |
|
|
2022
Q2 | $5.87M | Buy |
57,699
+1,544
| +3% | +$157K | 2.82% | 12 |
|
|
2022
Q1 | $6.3M | Buy |
56,155
+4,893
| +10% | +$549K | 2.54% | 12 |
|
|
2021
Q4 | $5.75M | Buy |
51,262
+1,609
| +3% | +$180K | 1.84% | 14 |
|
|
2021
Q3 | $5.13M | Buy |
49,653
+3,460
| +7% | +$358K | 1.76% | 16 |
|
|
2021
Q2 | $4.84M | Buy |
46,193
+1,706
| +4% | +$179K | 1.58% | 16 |
|
|
2021
Q1 | $4.5M | Buy |
44,487
+1,330
| +3% | +$134K | 1.7% | 16 |
|
|
2020
Q4 | $3.95M | Buy |
43,157
+631
| +1% | +$57.7K | 2.04% | 13 |
|
|
2020
Q3 | $3.44M | Sell |
42,526
-638
| -1% | -$51.6K | 1.93% | 14 |
|
|
2020
Q2 | $3.4M | Buy |
43,164
+1,293
| +3% | +$102K | 2.14% | 14 |
|
|
2020
Q1 | $2.96M | Sell |
41,871
-2,899
| -6% | -$205K | 2.21% | 15 |
|
|
2019
Q4 | $4.2M | Sell |
44,770
-946
| -2% | -$88.6K | 3.39% | 10 |
|
|
2019
Q3 | $4.06M | Buy |
45,716
+1,530
| +3% | +$136K | 3.07% | 10 |
|
|
2019
Q2 | $3.86M | Buy |
44,186
+645
| +1% | +$56.4K | 2.99% | 10 |
|
|
2019
Q1 | $3.73M | Buy |
43,541
+6,525
| +18% | +$559K | 3.02% | 9 |
|
|
2018
Q4 | $2.89M | Buy |
+37,016
| New | +$2.89M | 3.27% | 12 |
|