Texas Capital Bank Wealth Management Services’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 | $879K | Hold |
6,593
| – | – | 0.08% | 102 |
|
2025
Q1 | $850K | Sell |
6,593
-45
| -0.7% | -$5.8K | 0.09% | 91 |
|
2024
Q4 | $847K | Buy |
6,638
+1,747
| +36% | +$223K | 0.09% | 79 |
|
2024
Q3 | $627K | Sell |
4,891
-2,419
| -33% | -$310K | 0.06% | 104 |
|
2024
Q2 | $867K | Hold |
7,310
| – | – | 0.09% | 88 |
|
2024
Q1 | $884K | Buy |
7,310
+1,129
| +18% | +$137K | 0.1% | 89 |
|
2023
Q4 | $690K | Sell |
6,181
-919
| -13% | -$103K | 0.08% | 89 |
|
2023
Q3 | $734K | Sell |
7,100
-1,342
| -16% | -$139K | 0.09% | 95 |
|
2023
Q2 | $895K | Sell |
8,442
-1,842
| -18% | -$195K | 0.1% | 88 |
|
2023
Q1 | $1.08M | Hold |
10,284
| – | – | 0.13% | 76 |
|
2022
Q4 | $1.11M | Sell |
10,284
-400
| -4% | -$43.3K | 0.14% | 74 |
|
2022
Q3 | $1.01M | Sell |
10,684
-4,176
| -28% | -$396K | 0.13% | 75 |
|
2022
Q2 | $1.51M | Sell |
14,860
-146
| -1% | -$14.8K | 0.18% | 62 |
|
2022
Q1 | $1.68M | Buy |
15,006
+139
| +0.9% | +$15.6K | 0.15% | 63 |
|
2021
Q4 | $1.67M | Buy |
14,867
+133
| +0.9% | +$14.9K | 0.14% | 63 |
|
2021
Q3 | $1.52M | Buy |
14,734
+1,812
| +14% | +$187K | 0.16% | 63 |
|
2021
Q2 | $1.35M | Buy |
12,922
+593
| +5% | +$62.1K | 0.17% | 67 |
|
2021
Q1 | $1.25M | Buy |
12,329
+1,516
| +14% | +$153K | 0.18% | 67 |
|
2020
Q4 | $989K | Buy |
10,813
+145
| +1% | +$13.3K | 0.15% | 72 |
|
2020
Q3 | $863K | Buy |
10,668
+858
| +9% | +$69.4K | 0.14% | 83 |
|
2020
Q2 | $773K | Buy |
9,810
+5,742
| +141% | +$452K | 0.17% | 67 |
|
2020
Q1 | $288K | Buy |
+4,068
| New | +$288K | 0.08% | 87 |
|