Visionary Wealth 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 | $691K | Buy |
5,186
+33
| +0.6% | +$4.4K | 0.04% | 315 |
|
|
2025
Q1 | $665K | Buy |
5,153
+68
| +1% | +$8.77K | 0.04% | 305 |
|
|
2024
Q4 | $649K | Buy |
5,085
+186
| +4% | +$23.7K | 0.04% | 314 |
|
|
2024
Q3 | $628K | Buy |
4,899
+83
| +2% | +$10.6K | 0.04% | 316 |
|
|
2024
Q2 | $571K | Buy |
4,816
+20
| +0.4% | +$2.37K | 0.04% | 306 |
|
|
2024
Q1 | $580K | Sell |
4,796
-604
| -11% | -$73.1K | 0.04% | 304 |
|
|
2023
Q4 | $603K | Buy |
5,400
+22
| +0.4% | +$2.46K | 0.04% | 290 |
|
|
2023
Q3 | $556K | Buy |
5,378
+29
| +0.5% | +$3K | 0.05% | 283 |
|
|
2023
Q2 | $567K | Buy |
5,349
+233
| +5% | +$24.7K | 0.05% | 276 |
|
|
2023
Q1 | $540K | Sell |
5,116
-182
| -3% | -$19.2K | 0.05% | 273 |
|
|
2022
Q4 | $573K | Buy |
5,298
+17
| +0.3% | +$1.84K | 0.05% | 221 |
|
|
2022
Q3 | $501K | Buy |
5,281
+27
| +0.5% | +$2.56K | 0.05% | 226 |
|
|
2022
Q2 | $534K | Buy |
5,254
+1,290
| +33% | +$131K | 0.05% | 231 |
|
|
2022
Q1 | $445K | Buy |
3,964
+219
| +6% | +$24.6K | 0.04% | 267 |
|
|
2021
Q4 | $420K | Sell |
3,745
-97
| -3% | -$10.9K | 0.03% | 252 |
|
|
2021
Q3 | $397K | Sell |
3,842
-322
| -8% | -$33.3K | 0.04% | 215 |
|
|
2021
Q2 | $436K | Sell |
4,164
-183
| -4% | -$19.2K | 0.04% | 214 |
|
|
2021
Q1 | $439K | Sell |
4,347
-272
| -6% | -$27.5K | 0.05% | 209 |
|
|
2020
Q4 | $423K | Buy |
4,619
+1,110
| +32% | +$102K | 0.05% | 199 |
|
|
2020
Q3 | $284K | Buy |
+3,509
| New | +$284K | 0.04% | 197 |
|