Stuart Chaussee & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-29,110
| Closed | -$4.1M | – | 154 |
|
|
2025
Q3 | $4.1M | Sell |
29,110
-588
| -2% | -$80.8K | 0.9% | 11 |
|
|
2025
Q2 | $3.96M | Sell |
29,698
-3,613
| -11% | -$458K | 0.89% | 13 |
|
|
2025
Q1 | $4.3M | Sell |
33,311
-273
| -0.8% | -$35.7K | 1.07% | 10 |
|
|
2024
Q4 | $4.29M | Buy |
33,584
+1,727
| +5% | +$225K | 1.06% | 9 |
|
|
2024
Q3 | $4.08M | Sell |
31,857
-879
| -3% | -$109K | 1.07% | 8 |
|
|
2024
Q2 | $3.88M | Sell |
32,736
-2
| -0% | -$237 | 1.07% | 8 |
|
|
2024
Q1 | $3.96M | Sell |
32,738
-53
| -0.2% | -$6.07K | 1.14% | 8 |
|
|
2023
Q4 | $3.66M | Sell |
32,791
-455
| -1% | -$47.8K | 1.07% | 9 |
|
|
2023
Q3 | $3.44M | Hold |
33,246
| – | – | 1.14% | 7 |
|
|
2023
Q2 | $3.53M | Hold |
33,246
| – | – | 1.11% | 8 |
|
|
2023
Q1 | $3.51M | Hold |
33,246
| – | – | 1.19% | 8 |
|
|
2022
Q4 | $3.6M | Sell |
33,246
-28
| -0.1% | -$2.98K | 1.33% | 7 |
|
|
2022
Q3 | $3.16M | Hold |
33,274
| – | – | 7.32% | 3 |
|
|
2022
Q2 | $3.38M | Sell |
33,274
-113,371
| -77% | -$12.3M | 7.32% | 3 |
|
|
2022
Q1 | $16.5M | Sell |
146,645
-67,377
| -31% | -$7.51M | 7.84% | 7 |
|
|
2021
Q4 | $24M | Buy |
214,022
+172,634
| +417% | +$18.8M | 10.33% | 4 |
|
|
2021
Q3 | $4.28M | Sell |
41,388
-290,667
| -88% | -$30.7M | 6.66% | 3 |
|
|
2021
Q2 | $34.8M | Buy |
332,055
+266,064
| +403% | +$27.9M | 15.37% | 3 |
|
|
2021
Q1 | $6.67M | Buy |
65,991
+21,050
| +47% | +$2.03M | 2.57% | 5 |
|
|
2020
Q4 | $4.11M | Sell |
44,941
-481
| -1% | -$41.8K | 1.66% | 5 |
|
|
2020
Q3 | $3.68M | Sell |
45,422
-8,042
| -15% | -$659K | 1.67% | 5 |
|
|
2020
Q2 | $4.21M | Sell |
53,464
-2,965
| -5% | -$231K | 2.2% | 5 |
|
|
2020
Q1 | $3.99M | Sell |
56,429
-6,232
| -10% | -$535K | 3.78% | 5 |
|
|
2019
Q4 | $5.87M | Hold |
62,661
| – | – | 3.32% | 5 |
|
|
2019
Q3 | $5.56M | Hold |
62,661
| – | – | 3.34% | 4 |
|
|
2019
Q2 | $5.47M | Sell |
62,661
-792
| -1% | -$68.5K | 3.39% | 5 |
|
|
2019
Q1 | $5.43M | Hold |
63,453
| – | – | 3.51% | 5 |
|
|
2018
Q4 | $4.95M | Sell |
63,453
-941
| -1% | -$78.5K | 3.77% | 4 |
|
|
2018
Q3 | $5.61M | Hold |
64,394
| – | – | 3.55% | 7 |
|
|
2018
Q2 | $5.35M | Sell |
64,394
-175
| -0.3% | -$14.7K | 3.6% | 7 |
|
|
2018
Q1 | $5.33M | Sell |
64,569
-1,875
| -3% | -$161K | 22.08% | 2 |
|
|
2017
Q4 | $5.71M | Sell |
66,444
-951
| -1% | -$79.5K | 4.12% | 5 |
|
|
2017
Q3 | $5.51M | Sell |
67,395
-750
| -1% | -$59.5K | 4.1% | 8 |
|
|
2017
Q2 | $5.33M | Sell |
68,145
-31,320
| -31% | -$2.44M | 3.96% | 9 |
|
|
2017
Q1 | $7.72M | Sell |
99,465
-759,421
| -88% | -$58.6M | 7.6% | 5 |
|
|
2016
Q4 | $65.1M | Sell |
858,886
-104,397
| -11% | -$7.66M | 50.41% | 1 |
|
|
2016
Q3 | $69.5M | Buy |
963,283
+401
| +0% | +$29.1K | 56.46% | 1 |
|
|
2016
Q2 | $68.8M | Buy |
962,882
+18,561
| +2% | +$1.3M | 56.5% | 1 |
|
|
2016
Q1 | $64.7M | Buy |
944,321
+943,146
| +80,268% | +$61.8M | 58.82% | 1 |
|
|
2015
Q4 | $78K | Buy |
+1,175
| New | +$78.8K | 0.07% | 28 |
|
Other funds holding VYM
