Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
WC
Waterloo Capital’s
Vanguard High Dividend Yield ETF
VYM
Stock Holding History
Waterloo Capital’s Portfolio
VYM Stock Details
VYM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-3,288
Closed
-$390K
–
399
2024
Q2
$390K
Sell
3,288
-4,895
-
60
%
-$581K
0.05%
254
2024
Q1
$990K
Buy
8,183
+1,085
+
15
%
+$131K
0.13%
150
2023
Q4
$792K
Buy
7,098
+4,544
+
178
%
+$507K
0.13%
160
2023
Q3
$264K
Buy
+2,554
New
+$264K
0.08%
157
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close