Waypoint Wealth Counsel’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 | $9.8M | Buy |
73,512
+956
| +1% | +$127K | 4.86% | 3 |
|
|
2025
Q1 | $9.36M | Sell |
72,556
-1,300
| -2% | -$168K | 5.87% | 3 |
|
|
2024
Q4 | $9.42M | Buy |
73,856
+1,014
| +1% | +$129K | 6.15% | 2 |
|
|
2024
Q3 | $9.34M | Buy |
72,842
+848
| +1% | +$109K | 6.29% | 2 |
|
|
2024
Q2 | $8.54M | Sell |
71,994
-772
| -1% | -$91.6K | 6.53% | 2 |
|
|
2024
Q1 | $8.8M | Sell |
72,766
-601
| -0.8% | -$72.7K | 6.79% | 2 |
|
|
2023
Q4 | $8.19M | Buy |
73,367
+7,698
| +12% | +$859K | 6.98% | 2 |
|
|
2023
Q3 | $6.78M | Sell |
65,669
-4,899
| -7% | -$506K | 6.4% | 3 |
|
|
2023
Q2 | $7.49M | Buy |
70,568
+359
| +0.5% | +$38.1K | 6.69% | 3 |
|
|
2023
Q1 | $7.41M | Buy |
70,209
+4,024
| +6% | +$425K | 5.74% | 4 |
|
|
2022
Q4 | $7.16M | Buy |
+66,185
| New | +$7.16M | 5.77% | 4 |
|