West Branch Capital’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
Q2 | $420K | Sell |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $832K | Sell |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $865K | Sell |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $896K | Sell |
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|
2022
Q2 | $978K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $791K | Buy |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $618K | Buy |
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