SWS Partners’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
Q3 | $616K | Sell |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $4.34M | Sell |
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|
2024
Q2 | $4.03M | Buy |
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|
2024
Q1 | $2.9M | Sell |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.75M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.74M | Sell |
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|
2020
Q3 | $2.64M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q3 | $3.38M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $2.95M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $2.04M | Buy |
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