WealthPLAN Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.3M | Buy |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $351K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $194K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $264K | Buy |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $298K | Buy |
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|
2019
Q2 | $282K | Sell |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $340K | Hold |
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|
2018
Q3 | $333K | Buy |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $458K | Sell |
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|
2017
Q3 | $1.69M | Buy |
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|
2017
Q2 | $1.59M | Buy |
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|
2015
Q4 | $348K | Buy |
|