StrongBox Wealth’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 | $3.36M | Buy |
25,203
+929
| +4% | +$124K | 1.28% | 28 |
|
2025
Q1 | $3.13M | Buy |
24,274
+338
| +1% | +$43.6K | 1.31% | 27 |
|
2024
Q4 | $3.05M | Buy |
23,936
+1,625
| +7% | +$207K | 1.29% | 26 |
|
2024
Q3 | $2.86M | Buy |
22,311
+663
| +3% | +$85K | 1.23% | 27 |
|
2024
Q2 | $2.57M | Buy |
21,648
+467
| +2% | +$55.4K | 1.21% | 26 |
|
2024
Q1 | $2.56M | Sell |
21,181
-1,411
| -6% | -$171K | 1.35% | 26 |
|
2023
Q4 | $2.52M | Sell |
22,592
-464
| -2% | -$51.8K | 1.47% | 25 |
|
2023
Q3 | $2.38M | Buy |
23,056
+2,445
| +12% | +$253K | 1.52% | 25 |
|
2023
Q2 | $2.19M | Buy |
20,611
+2,811
| +16% | +$298K | 1.38% | 28 |
|
2023
Q1 | $1.88M | Buy |
17,800
+1,582
| +10% | +$167K | 1.26% | 27 |
|
2022
Q4 | $1.75M | Sell |
16,218
-61
| -0.4% | -$6.6K | 1.24% | 30 |
|
2022
Q3 | $1.55M | Buy |
16,279
+7,199
| +79% | +$683K | 1.12% | 34 |
|
2022
Q2 | $923K | Buy |
9,080
+157
| +2% | +$16K | 0.6% | 51 |
|
2022
Q1 | $1M | Buy |
8,923
+40
| +0.5% | +$4.49K | 0.57% | 53 |
|
2021
Q4 | $996K | Sell |
8,883
-134
| -1% | -$15K | 0.5% | 54 |
|
2021
Q3 | $932K | Buy |
9,017
+343
| +4% | +$35.5K | 0.52% | 51 |
|
2021
Q2 | $909K | Sell |
8,674
-1,068
| -11% | -$112K | 0.52% | 50 |
|
2021
Q1 | $985K | Buy |
9,742
+1,289
| +15% | +$130K | 0.61% | 45 |
|
2020
Q4 | $774K | Buy |
8,453
+40
| +0.5% | +$3.66K | 0.5% | 48 |
|
2020
Q3 | $681K | Sell |
8,413
-71
| -0.8% | -$5.75K | 0.5% | 49 |
|
2020
Q2 | $668K | Sell |
8,484
-2,216
| -21% | -$174K | 0.61% | 51 |
|
2020
Q1 | $757K | Buy |
+10,700
| New | +$757K | 0.86% | 37 |
|