Wealth Architects’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 | $325K | Sell |
2,436
-94
| -4% | -$12.5K | 0.03% | 165 |
|
|
2025
Q1 | $326K | Buy |
2,530
+1
| +0% | +$129 | 0.04% | 176 |
|
|
2024
Q4 | $323K | Buy |
2,529
+1
| +0% | +$128 | 0.04% | 159 |
|
|
2024
Q3 | $324K | Hold |
2,528
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $300K | Buy |
2,528
+1
| +0% | +$119 | 0.04% | 166 |
|
|
2024
Q1 | $306K | Buy |
2,527
+1
| +0% | +$121 | 0.04% | 157 |
|
|
2023
Q4 | $282K | Buy |
2,526
+1
| +0% | +$112 | 0.04% | 160 |
|
|
2023
Q3 | $261K | Sell |
2,525
-66
| -3% | -$6.82K | 0.04% | 155 |
|
|
2023
Q2 | $275K | Sell |
2,591
-75
| -3% | -$7.96K | 0.05% | 152 |
|
|
2023
Q1 | $281K | Hold |
2,666
| – | – | 0.05% | 145 |
|
|
2022
Q4 | $288K | Buy |
2,666
+1
| +0% | +$108 | 0.05% | 137 |
|
|
2022
Q3 | $253K | Sell |
2,665
-159
| -6% | -$15.1K | 0.05% | 144 |
|
|
2022
Q2 | $287K | Sell |
2,824
-1,794
| -39% | -$182K | 0.06% | 144 |
|
|
2022
Q1 | $518K | Buy |
4,618
+2,423
| +110% | +$272K | 0.09% | 111 |
|
|
2021
Q4 | $246K | Sell |
2,195
-24
| -1% | -$2.69K | 0.04% | 165 |
|
|
2021
Q3 | $229K | Sell |
2,219
-333
| -13% | -$34.4K | 0.04% | 163 |
|
|
2021
Q2 | $267K | Hold |
2,552
| – | – | 0.05% | 147 |
|
|
2021
Q1 | $258K | Sell |
2,552
-670
| -21% | -$67.7K | 0.06% | 135 |
|
|
2020
Q4 | $295K | Buy |
3,222
+24
| +0.8% | +$2.2K | 0.07% | 117 |
|
|
2020
Q3 | $259K | Sell |
3,198
-1,047
| -25% | -$84.8K | 0.07% | 118 |
|
|
2020
Q2 | $334K | Hold |
4,245
| – | – | 0.09% | 99 |
|
|
2020
Q1 | $300K | Sell |
4,245
-285
| -6% | -$20.1K | 0.1% | 96 |
|
|
2019
Q4 | $425K | Sell |
4,530
-112
| -2% | -$10.5K | 0.12% | 77 |
|
|
2019
Q3 | $412K | Hold |
4,642
| – | – | 0.13% | 72 |
|
|
2019
Q2 | $406K | Sell |
4,642
-65
| -1% | -$5.69K | 0.12% | 73 |
|
|
2019
Q1 | $403K | Hold |
4,707
| – | – | 0.13% | 70 |
|
|
2018
Q4 | $367K | Sell |
4,707
-185
| -4% | -$14.4K | 0.13% | 72 |
|
|
2018
Q3 | $426K | Hold |
4,892
| – | – | 0.13% | 70 |
|
|
2018
Q2 | $406K | Hold |
4,892
| – | – | 0.13% | 64 |
|
|
2018
Q1 | $404K | Sell |
4,892
-369
| -7% | -$30.5K | 0.13% | 64 |
|
|
2017
Q4 | $450K | Buy |
5,261
+912
| +21% | +$78K | 0.15% | 66 |
|
|
2017
Q3 | $353K | Buy |
4,349
+524
| +14% | +$42.5K | 0.12% | 84 |
|
|
2017
Q2 | $298K | Hold |
3,825
| – | – | 0.11% | 92 |
|
|
2017
Q1 | $297K | Sell |
3,825
-1,075
| -22% | -$83.5K | 0.12% | 87 |
|
|
2016
Q4 | $371K | Hold |
4,900
| – | – | 0.17% | 74 |
|
|
2016
Q3 | $353K | Sell |
4,900
-192
| -4% | -$13.8K | 0.16% | 75 |
|
|
2016
Q2 | $363K | Hold |
5,092
| – | – | 0.18% | 78 |
|
|
2016
Q1 | $352K | Sell |
5,092
-1,400
| -22% | -$96.8K | 0.18% | 75 |
|
|
2015
Q4 | $433K | Buy |
6,492
+192
| +3% | +$12.8K | 0.21% | 65 |
|
|
2015
Q3 | $395K | Hold |
6,300
| – | – | 0.21% | 68 |
|
|
2015
Q2 | $424K | Hold |
6,300
| – | – | 0.23% | 65 |
|
|
2015
Q1 | $430K | Hold |
6,300
| – | – | 0.25% | 51 |
|
|
2014
Q4 | $433K | Buy |
+6,300
| New | +$433K | 0.25% | 56 |
|