Wealthcare Advisory Partners’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 | $16.4M | Sell |
123,208
-1,032
| -0.8% | -$138K | 0.37% | 51 |
|
|
2025
Q1 | $16M | Buy |
124,240
+4,153
| +3% | +$536K | 0.43% | 48 |
|
|
2024
Q4 | $15.3M | Buy |
120,087
+7,951
| +7% | +$1.01M | 0.43% | 45 |
|
|
2024
Q3 | $14.4M | Sell |
112,136
-10,708
| -9% | -$1.37M | 0.41% | 48 |
|
|
2024
Q2 | $14.6M | Buy |
122,844
+3,071
| +3% | +$364K | 0.46% | 45 |
|
|
2024
Q1 | $14.5M | Sell |
119,773
-8,241
| -6% | -$997K | 0.48% | 47 |
|
|
2023
Q4 | $14.3M | Buy |
128,014
+4,618
| +4% | +$516K | 0.57% | 43 |
|
|
2023
Q3 | $12.7M | Buy |
123,396
+3,533
| +3% | +$365K | 0.59% | 44 |
|
|
2023
Q2 | $12.7M | Sell |
119,863
-5,575
| -4% | -$591K | 0.57% | 42 |
|
|
2023
Q1 | $13.2M | Buy |
125,438
+9,191
| +8% | +$970K | 0.57% | 39 |
|
|
2022
Q4 | $12.6M | Buy |
116,247
+12,896
| +12% | +$1.4M | 0.6% | 39 |
|
|
2022
Q3 | $9.81M | Sell |
103,351
-11,812
| -10% | -$1.12M | 0.56% | 39 |
|
|
2022
Q2 | $11.7M | Buy |
115,163
+24,743
| +27% | +$2.52M | 0.71% | 36 |
|
|
2022
Q1 | $10.2M | Buy |
90,420
+26,264
| +41% | +$2.95M | 0.62% | 33 |
|
|
2021
Q4 | $7.19M | Buy |
64,156
+1,735
| +3% | +$195K | 0.43% | 39 |
|
|
2021
Q3 | $6.45M | Sell |
62,421
-1,293
| -2% | -$134K | 0.42% | 39 |
|
|
2021
Q2 | $6.68M | Buy |
63,714
+8,526
| +15% | +$893K | 0.45% | 37 |
|
|
2021
Q1 | $5.58M | Buy |
55,188
+4,631
| +9% | +$468K | 0.4% | 34 |
|
|
2020
Q4 | $4.63M | Sell |
50,557
-3,575
| -7% | -$327K | 0.41% | 35 |
|
|
2020
Q3 | $4.38M | Sell |
54,132
-5,245
| -9% | -$424K | 0.48% | 31 |
|
|
2020
Q2 | $4.68M | Buy |
59,377
+7,986
| +16% | +$629K | 0.58% | 27 |
|
|
2020
Q1 | $3.64M | Buy |
51,391
+10,305
| +25% | +$729K | 0.53% | 32 |
|
|
2019
Q4 | $3.85M | Buy |
41,086
+5,896
| +17% | +$552K | 0.49% | 32 |
|
|
2019
Q3 | $3.12M | Buy |
35,190
+8,563
| +32% | +$760K | 0.45% | 33 |
|
|
2019
Q2 | $2.33M | Buy |
26,627
+1,895
| +8% | +$166K | 0.37% | 35 |
|
|
2019
Q1 | $2.12M | Sell |
24,732
-3,906
| -14% | -$335K | 0.36% | 40 |
|
|
2018
Q4 | $2.23M | Buy |
28,638
+2,265
| +9% | +$177K | 0.43% | 35 |
|
|
2018
Q3 | $2.3M | Buy |
26,373
+2,083
| +9% | +$181K | 0.42% | 35 |
|
|
2018
Q2 | $2.02M | Buy |
24,290
+13,227
| +120% | +$1.1M | 0.4% | 36 |
|
|
2018
Q1 | $913K | Buy |
11,063
+8,728
| +374% | +$720K | 0.21% | 69 |
|
|
2017
Q4 | $200K | Buy |
2,335
+1,426
| +157% | +$122K | 0.05% | 181 |
|
|
2017
Q3 | $74K | Buy |
+909
| New | +$74K | 0.02% | 259 |
|
|
2016
Q3 | – | Sell |
-4,054
| Closed | -$290K | – | 135 |
|
|
2016
Q2 | $290K | Buy |
+4,054
| New | +$290K | 0.2% | 24 |
|