Strategic Wealth Partners’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 | $1.78M | Buy |
+13,327
| New | +$1.78M | 0.14% | 111 |
|
|
2024
Q4 | $1.79M | Buy |
13,354
+1,351
| +11% | +$181K | 0.15% | 108 |
|
|
2024
Q3 | $1.54M | Sell |
12,003
-440
| -4% | -$56.4K | 0.15% | 114 |
|
|
2024
Q2 | $1.48M | Sell |
12,443
-325
| -3% | -$38.5K | 0.15% | 106 |
|
|
2024
Q1 | $1.54M | Sell |
12,768
-31
| -0.2% | -$3.75K | 0.17% | 102 |
|
|
2023
Q4 | $1.43M | Buy |
12,799
+917
| +8% | +$102K | 0.18% | 107 |
|
|
2023
Q3 | $1.23M | Sell |
11,882
-763
| -6% | -$78.8K | 0.16% | 142 |
|
|
2023
Q2 | $1.34M | Buy |
12,645
+4,486
| +55% | +$476K | 0.17% | 138 |
|
|
2023
Q1 | $861K | Buy |
8,159
+297
| +4% | +$31.3K | 0.13% | 139 |
|
|
2022
Q4 | $851K | Buy |
7,862
+496
| +7% | +$53.7K | 0.16% | 133 |
|
|
2022
Q3 | $699K | Sell |
7,366
-46
| -0.6% | -$4.36K | 0.15% | 149 |
|
|
2022
Q2 | $754K | Buy |
7,412
+1,029
| +16% | +$105K | 0.16% | 137 |
|
|
2022
Q1 | $717K | Sell |
6,383
-14
| -0.2% | -$1.57K | 0.14% | 153 |
|
|
2021
Q4 | $717K | Sell |
6,397
-24
| -0.4% | -$2.69K | 0.14% | 169 |
|
|
2021
Q3 | $664K | Buy |
6,421
+411
| +7% | +$42.5K | 0.2% | 140 |
|
|
2021
Q2 | $630K | Hold |
6,010
| – | – | 0.21% | 123 |
|
|
2021
Q1 | $608K | Sell |
6,010
-369
| -6% | -$37.3K | 0.24% | 104 |
|
|
2020
Q4 | $584K | Sell |
6,379
-140
| -2% | -$12.8K | 0.25% | 99 |
|
|
2020
Q3 | $528K | Sell |
6,519
-240
| -4% | -$19.4K | 0.27% | 92 |
|
|
2020
Q2 | $532K | Sell |
6,759
-4,420
| -40% | -$348K | 0.27% | 88 |
|
|
2020
Q1 | $1.05M | Hold |
11,179
| – | – | 0.55% | 54 |
|
|
2019
Q4 | $1.05M | Sell |
11,179
-246
| -2% | -$23.1K | 0.55% | 54 |
|
|
2019
Q3 | $4.31K | Sell |
11,425
-142
| -1% | -$54 | 0.02% | 184 |
|
|
2019
Q2 | $1.01M | Sell |
11,567
-3,104
| -21% | -$271K | 0.49% | 59 |
|
|
2019
Q1 | $1.27M | Sell |
14,671
-173
| -1% | -$15K | 0.58% | 50 |
|
|
2018
Q4 | $1.2M | Buy |
14,844
+114
| +0.8% | +$9.2K | 0.6% | 41 |
|
|
2018
Q3 | $1.28M | Sell |
14,730
-331
| -2% | -$28.8K | 0.68% | 42 |
|
|
2018
Q2 | $1.25M | Sell |
15,061
-1,911
| -11% | -$159K | 0.72% | 32 |
|
|
2018
Q1 | $1.4M | Sell |
16,972
-861
| -5% | -$71K | 0.72% | 36 |
|
|
2017
Q4 | $1.47M | Buy |
+17,833
| New | +$1.47M | 0.82% | 31 |
|