Wells Financial Advisors’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 | $3.58M | Sell |
26,892
-332
| -1% | -$44.3K | 4.93% | 5 |
|
|
2025
Q1 | $3.51M | Sell |
27,224
-131
| -0.5% | -$16.9K | 4.84% | 5 |
|
|
2024
Q4 | $3.49M | Buy |
27,355
+1,014
| +4% | +$129K | 4.76% | 5 |
|
|
2024
Q3 | $3.38M | Sell |
26,341
-20,214
| -43% | -$2.59M | 4.56% | 4 |
|
|
2024
Q2 | $5.52M | Sell |
46,555
-2,782
| -6% | -$330K | 3.63% | 13 |
|
|
2024
Q1 | $5.97M | Sell |
49,337
-466
| -0.9% | -$56.4K | 4.07% | 11 |
|
|
2023
Q4 | $5.56M | Sell |
49,803
-881
| -2% | -$98.3K | 4.04% | 11 |
|
|
2023
Q3 | $5.24M | Buy |
50,684
+111
| +0.2% | +$11.5K | 4.07% | 10 |
|
|
2023
Q2 | $5.36M | Sell |
50,573
-7,123
| -12% | -$756K | 4.05% | 11 |
|
|
2023
Q1 | $6.09M | Buy |
57,696
+347
| +0.6% | +$36.6K | 4.85% | 8 |
|
|
2022
Q4 | $6.21M | Buy |
57,349
+29,272
| +104% | +$3.17M | 5.14% | 7 |
|
|
2022
Q3 | $2.66M | Sell |
28,077
-1,505
| -5% | -$143K | 2.58% | 13 |
|
|
2022
Q2 | $3.01M | Buy |
29,582
+1,040
| +4% | +$106K | 2.72% | 13 |
|
|
2022
Q1 | $3.2M | Buy |
28,542
+1,140
| +4% | +$128K | 2.67% | 14 |
|
|
2021
Q4 | $3.07M | Buy |
27,402
+610
| +2% | +$68.4K | 2.45% | 14 |
|
|
2021
Q3 | $2.77M | Buy |
26,792
+580
| +2% | +$59.9K | 2.34% | 12 |
|
|
2021
Q2 | $2.75M | Hold |
26,212
| – | – | 2.32% | 12 |
|
|
2021
Q1 | $2.65M | Sell |
26,212
-70
| -0.3% | -$7.08K | 2.38% | 13 |
|
|
2020
Q4 | $2.41M | Buy |
+26,282
| New | +$2.41M | 2.06% | 13 |
|