WealthPLAN 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 | $3.16M | Buy |
23,724
+2,187
| +10% | +$292K | 0.51% | 54 |
|
|
2025
Q1 | $2.78M | Buy |
21,537
+18,605
| +635% | +$2.4M | 0.39% | 76 |
|
|
2024
Q4 | $374K | Buy |
2,932
+195
| +7% | +$24.9K | 0.05% | 194 |
|
|
2024
Q3 | $351K | Buy |
+2,737
| New | +$351K | 0.05% | 217 |
|
|
2023
Q4 | – | Sell |
-2,150
| Closed | -$222K | – | 345 |
|
|
2023
Q3 | $222K | Buy |
2,150
+322
| +18% | +$33.3K | 0.03% | 290 |
|
|
2023
Q2 | $194K | Sell |
1,828
-347
| -16% | -$36.8K | 0.03% | 295 |
|
|
2023
Q1 | $229K | Sell |
2,175
-298
| -12% | -$31.4K | 0.03% | 285 |
|
|
2022
Q4 | $273K | Buy |
+2,473
| New | +$273K | 0.02% | 331 |
|
|
2022
Q1 | $324K | Buy |
3,007
+639
| +27% | +$68.9K | 0.02% | 306 |
|
|
2021
Q4 | $264K | Buy |
2,368
+30
| +1% | +$3.35K | 0.02% | 333 |
|
|
2021
Q3 | $257K | Sell |
2,338
-41
| -2% | -$4.51K | 0.02% | 331 |
|
|
2021
Q2 | $257K | Hold |
2,379
| – | – | 0.02% | 311 |
|
|
2021
Q1 | $250K | Sell |
2,379
-109
| -4% | -$11.5K | 0.02% | 290 |
|
|
2020
Q4 | $234K | Buy |
2,488
+1
| +0% | +$94 | 0.02% | 298 |
|
|
2020
Q3 | $215K | Sell |
2,487
-735
| -23% | -$63.5K | 0.02% | 288 |
|
|
2020
Q2 | $270K | Sell |
3,222
-23
| -0.7% | -$1.93K | 0.03% | 257 |
|
|
2020
Q1 | $243K | Sell |
3,245
-183
| -5% | -$13.7K | 0.03% | 219 |
|
|
2019
Q4 | $324K | Buy |
3,428
+158
| +5% | +$14.9K | 0.04% | 192 |
|
|
2019
Q3 | $298K | Buy |
3,270
+1
| +0% | +$91 | 0.04% | 187 |
|
|
2019
Q2 | $282K | Sell |
3,269
-721
| -18% | -$62.2K | 0.04% | 194 |
|
|
2019
Q1 | $341K | Sell |
3,990
-5
| -0.1% | -$427 | 0.05% | 188 |
|
|
2018
Q4 | $340K | Hold |
3,995
| – | – | 0.05% | 183 |
|
|
2018
Q3 | $333K | Buy |
3,995
+636
| +19% | +$53K | 0.06% | 178 |
|
|
2018
Q2 | $279K | Sell |
3,359
-281
| -8% | -$23.3K | 0.06% | 199 |
|
|
2018
Q1 | $300K | Sell |
3,640
-1,707
| -32% | -$141K | 0.07% | 207 |
|
|
2017
Q4 | $458K | Sell |
5,347
-15,468
| -74% | -$1.32M | 0.12% | 134 |
|
|
2017
Q3 | $1.69M | Buy |
20,815
+473
| +2% | +$38.3K | 0.47% | 51 |
|
|
2017
Q2 | $1.59M | Buy |
+20,342
| New | +$1.59M | 0.46% | 54 |
|
|
2015
Q4 | $348K | Buy |
+15,600
| New | +$348K | 0.06% | 197 |
|