Ulland Investment 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 | $37K | Hold |
275
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $35K | Hold |
275
| – | – | 0.03% | 127 |
|
|
2024
Q4 | $35K | Buy |
275
+30
| +12% | +$3.82K | 0.02% | 127 |
|
|
2024
Q3 | $31K | Buy |
245
+10
| +4% | +$1.27K | 0.02% | 123 |
|
|
2024
Q2 | $28K | Hold |
235
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $28K | Hold |
235
| – | – | 0.02% | 133 |
|
|
2023
Q4 | $26K | Hold |
235
| – | – | 0.03% | 125 |
|
|
2023
Q3 | $24K | Buy |
235
+20
| +9% | +$2.04K | 0.03% | 131 |
|
|
2023
Q2 | $23K | Buy |
215
+10
| +5% | +$1.07K | 0.02% | 133 |
|
|
2023
Q1 | $22K | Hold |
205
| – | – | 0.03% | 129 |
|
|
2022
Q4 | $22K | Hold |
205
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $19K | Hold |
205
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $21K | Hold |
205
| – | – | 0.02% | 143 |
|
|
2022
Q1 | $23K | Hold |
205
| – | – | 0.02% | 146 |
|
|
2021
Q4 | $23K | Buy |
+205
| New | +$23K | 0.01% | 140 |
|