Wealthspire Advisors (New York)’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 | $36.1M | Sell |
270,978
-2,412
| -0.9% | -$322K | 0.2% | 54 |
|
|
2025
Q1 | $35.3M | Buy |
273,390
+131,530
| +93% | +$17M | 0.21% | 56 |
|
|
2024
Q4 | $18.1M | Sell |
141,860
-1,679
| -1% | -$214K | 0.18% | 67 |
|
|
2024
Q3 | $18.4M | Buy |
143,539
+1,071
| +0.8% | +$137K | 0.19% | 65 |
|
|
2024
Q2 | $16.9M | Sell |
142,468
-8,618
| -6% | -$1.02M | 0.22% | 51 |
|
|
2024
Q1 | $18.3M | Buy |
151,086
+5,721
| +4% | +$692K | 0.24% | 50 |
|
|
2023
Q4 | $16.2M | Sell |
145,365
-1,860
| -1% | -$208K | 0.23% | 52 |
|
|
2023
Q3 | $15.2M | Buy |
147,225
+62,996
| +75% | +$6.51M | 0.25% | 49 |
|
|
2023
Q2 | $8.93M | Buy |
84,229
+2,438
| +3% | +$259K | 0.15% | 72 |
|
|
2023
Q1 | $8.63M | Buy |
81,791
+12,648
| +18% | +$1.33M | 0.15% | 73 |
|
|
2022
Q4 | $7.48M | Sell |
69,143
-12,052
| -15% | -$1.3M | 0.14% | 81 |
|
|
2022
Q3 | $7.7M | Buy |
81,195
+2,704
| +3% | +$257K | 0.16% | 78 |
|
|
2022
Q2 | $7.98M | Buy |
78,491
+67,511
| +615% | +$6.87M | 0.17% | 67 |
|
|
2022
Q1 | $1.23M | Sell |
10,980
-11,008
| -50% | -$1.24M | 0.03% | 169 |
|
|
2021
Q4 | $2.47M | Sell |
21,988
-35,740
| -62% | -$4.01M | 0.05% | 126 |
|
|
2021
Q3 | $5.97M | Buy |
57,728
+36,754
| +175% | +$3.8M | 0.12% | 85 |
|
|
2021
Q2 | $2.2M | Buy |
20,974
+11,914
| +132% | +$1.25M | 0.06% | 103 |
|
|
2021
Q1 | $916K | Buy |
9,060
+949
| +12% | +$95.9K | 0.02% | 279 |
|
|
2020
Q4 | $742K | Buy |
+8,111
| New | +$742K | 0.02% | 247 |
|
|
2020
Q2 | – | Sell |
-26,916
| Closed | -$1.9M | – | 529 |
|
|
2020
Q1 | $1.9M | Buy |
+26,916
| New | +$1.9M | 0.08% | 127 |
|