Stratos Wealth Advisors’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 | $826K | Buy |
6,196
+221
| +4% | +$29.5K | 0.04% | 341 |
|
|
2025
Q1 | $771K | Sell |
5,975
-1,012
| -14% | -$131K | 0.04% | 349 |
|
|
2024
Q4 | $892K | Sell |
6,987
-16,590
| -70% | -$2.12M | 0.04% | 353 |
|
|
2024
Q3 | $3.02M | Buy |
23,577
+2,731
| +13% | +$350K | 0.14% | 160 |
|
|
2024
Q2 | $2.47M | Buy |
20,846
+417
| +2% | +$49.5K | 0.12% | 172 |
|
|
2024
Q1 | $2.47M | Sell |
20,429
-14,582
| -42% | -$1.76M | 0.15% | 166 |
|
|
2023
Q4 | $3.91M | Buy |
35,011
+16,029
| +84% | +$1.79M | 0.23% | 130 |
|
|
2023
Q3 | $1.96M | Sell |
18,982
-305
| -2% | -$31.5K | 0.13% | 199 |
|
|
2023
Q2 | $2.05M | Buy |
19,287
+447
| +2% | +$47.4K | 0.15% | 190 |
|
|
2023
Q1 | $1.99M | Sell |
18,840
-8,412
| -31% | -$888K | 0.15% | 187 |
|
|
2022
Q4 | $2.95M | Buy |
27,252
+14,000
| +106% | +$1.51M | 0.25% | 118 |
|
|
2022
Q3 | $1.26M | Buy |
13,252
+2,507
| +23% | +$238K | 0.13% | 206 |
|
|
2022
Q2 | $1.09M | Sell |
10,745
-384
| -3% | -$39.1K | 0.1% | 257 |
|
|
2022
Q1 | $1.25M | Buy |
11,129
+5,375
| +93% | +$603K | 0.1% | 238 |
|
|
2021
Q4 | $645K | Buy |
5,754
+589
| +11% | +$66K | 0.05% | 349 |
|
|
2021
Q3 | $534K | Sell |
5,165
-1,328
| -20% | -$137K | 0.05% | 342 |
|
|
2021
Q2 | $680K | Sell |
6,493
-370
| -5% | -$38.7K | 0.06% | 303 |
|
|
2021
Q1 | $694K | Buy |
6,863
+1,201
| +21% | +$121K | 0.07% | 269 |
|
|
2020
Q4 | $518K | Sell |
5,662
-4,419
| -44% | -$404K | 0.07% | 243 |
|
|
2020
Q3 | $816K | Buy |
10,081
+4,125
| +69% | +$334K | 0.2% | 128 |
|
|
2020
Q2 | $469K | Buy |
5,956
+1,371
| +30% | +$108K | 0.14% | 152 |
|
|
2020
Q1 | $324K | Buy |
4,585
+1,920
| +72% | +$136K | 0.23% | 103 |
|
|
2019
Q4 | $250K | Sell |
2,665
-609
| -19% | -$57.1K | 0.14% | 141 |
|
|
2019
Q3 | $291K | Buy |
3,274
+253
| +8% | +$22.5K | 0.11% | 187 |
|
|
2019
Q2 | $264K | Buy |
3,021
+98
| +3% | +$8.56K | 0.11% | 196 |
|
|
2019
Q1 | $250K | Buy |
2,923
+19
| +0.7% | +$1.63K | 0.14% | 180 |
|
|
2018
Q4 | $226K | Buy |
+2,904
| New | +$226K | 0.15% | 167 |
|