Welch Group’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 | $790K | Hold |
5,928
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $756K | Hold |
5,928
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $755K | Hold |
5,928
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $760K | Hold |
5,928
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $703K | Hold |
5,928
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $717K | Buy |
5,928
+201
| +4% | +$24.3K | 0.04% | 103 |
|
|
2023
Q4 | $639K | Hold |
5,727
| – | – | 0.03% | 107 |
|
|
2023
Q3 | $592K | Hold |
5,727
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $607K | Hold |
5,727
| – | – | 0.03% | 94 |
|
|
2023
Q1 | $604K | Hold |
5,727
| – | – | 0.04% | 98 |
|
|
2022
Q4 | $620K | Hold |
5,727
| – | – | 0.04% | 103 |
|
|
2022
Q3 | $543K | Buy |
5,727
+167
| +3% | +$15.8K | 0.04% | 92 |
|
|
2022
Q2 | $565K | Hold |
5,560
| – | – | 0.03% | 97 |
|
|
2022
Q1 | $624K | Buy |
5,560
+710
| +15% | +$79.7K | 0.04% | 100 |
|
|
2021
Q4 | $544K | Buy |
4,850
+1,310
| +37% | +$147K | 0.03% | 118 |
|
|
2021
Q3 | $366K | Hold |
3,540
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $371K | Sell |
3,540
-207
| -6% | -$21.7K | 0.03% | 125 |
|
|
2021
Q1 | $379K | Sell |
3,747
-345
| -8% | -$34.9K | 0.03% | 121 |
|
|
2020
Q4 | $374K | Buy |
4,092
+552
| +16% | +$50.5K | 0.03% | 108 |
|
|
2020
Q3 | $286K | Hold |
3,540
| – | – | 0.03% | 116 |
|
|
2020
Q2 | $279K | Sell |
3,540
-721
| -17% | -$56.8K | 0.03% | 109 |
|
|
2020
Q1 | $302K | Buy |
+4,261
| New | +$302K | 0.03% | 96 |
|