Tobias Financial 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 | $975K | Sell |
7,314
-4
| -0.1% | -$533 | 0.17% | 67 |
|
|
2025
Q1 | $944K | Sell |
7,318
-119
| -2% | -$15.3K | 0.18% | 57 |
|
|
2024
Q4 | $949K | Buy |
7,437
+200
| +3% | +$25.5K | 0.19% | 55 |
|
|
2024
Q3 | $928K | Buy |
7,237
+115
| +2% | +$14.7K | 0.19% | 53 |
|
|
2024
Q2 | $845K | Hold |
7,122
| – | – | 0.18% | 53 |
|
|
2024
Q1 | $862K | Hold |
7,122
| – | – | 0.2% | 55 |
|
|
2023
Q4 | $795K | Buy |
7,122
+196
| +3% | +$21.9K | 0.19% | 53 |
|
|
2023
Q3 | $716K | Hold |
6,926
| – | – | 0.19% | 59 |
|
|
2023
Q2 | $735K | Hold |
6,926
| – | – | 0.2% | 56 |
|
|
2023
Q1 | $731K | Sell |
6,926
-681
| -9% | -$71.8K | 0.21% | 54 |
|
|
2022
Q4 | $823K | Hold |
7,607
| – | – | 0.27% | 56 |
|
|
2022
Q3 | $722K | Hold |
7,607
| – | – | 0.25% | 56 |
|
|
2022
Q2 | $774K | Sell |
7,607
-232
| -3% | -$23.6K | 0.26% | 51 |
|
|
2022
Q1 | $880K | Sell |
7,839
-31,654
| -80% | -$3.55M | 0.3% | 49 |
|
|
2021
Q4 | $4.43M | Buy |
39,493
+31,654
| +404% | +$3.55M | 0.35% | 52 |
|
|
2021
Q3 | $810K | Buy |
7,839
+232
| +3% | +$24K | 0.3% | 44 |
|
|
2021
Q2 | $797K | Buy |
7,607
+119
| +2% | +$12.5K | 0.32% | 46 |
|
|
2021
Q1 | $757K | Sell |
7,488
-202
| -3% | -$20.4K | 0.32% | 46 |
|
|
2020
Q4 | $704K | Hold |
7,690
| – | – | 0.32% | 44 |
|
|
2020
Q3 | $622K | Hold |
7,690
| – | – | 0.34% | 42 |
|
|
2020
Q2 | $606K | Sell |
7,690
-1,090
| -12% | -$85.9K | 0.36% | 42 |
|
|
2020
Q1 | $621K | Hold |
8,780
| – | – | 0.45% | 34 |
|
|
2019
Q4 | $822K | Buy |
+8,780
| New | +$822K | 0.53% | 31 |
|