West Coast Financial’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 | – | Sell |
-3,073
| Closed | -$396K | – | 151 |
|
|
2025
Q1 | $396K | Sell |
3,073
-98
| -3% | -$12.6K | 0.05% | 117 |
|
|
2024
Q4 | $405K | Sell |
3,171
-29
| -0.9% | -$3.7K | 0.04% | 116 |
|
|
2024
Q3 | $410K | Buy |
3,200
+48
| +2% | +$6.15K | 0.05% | 120 |
|
|
2024
Q2 | $374K | Hold |
3,152
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $381K | Sell |
3,152
-52
| -2% | -$6.29K | 0.05% | 111 |
|
|
2023
Q4 | $358K | Buy |
3,204
+280
| +10% | +$31.3K | 0.05% | 114 |
|
|
2023
Q3 | $302K | Hold |
2,924
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $310K | Hold |
2,924
| – | – | 0.04% | 122 |
|
|
2023
Q1 | $308K | Sell |
2,924
-218
| -7% | -$23K | 0.05% | 109 |
|
|
2022
Q4 | $340K | Hold |
3,142
| – | – | 0.06% | 98 |
|
|
2022
Q3 | $298K | Sell |
3,142
-725
| -19% | -$68.8K | 0.05% | 97 |
|
|
2022
Q2 | $393K | Hold |
3,867
| – | – | 0.07% | 88 |
|
|
2022
Q1 | $434K | Sell |
3,867
-525
| -12% | -$58.9K | 0.07% | 91 |
|
|
2021
Q4 | $492K | Sell |
4,392
-1,129
| -20% | -$126K | 0.07% | 90 |
|
|
2021
Q3 | $571K | Sell |
5,521
-113
| -2% | -$11.7K | 0.09% | 86 |
|
|
2021
Q2 | $590K | Sell |
5,634
-152
| -3% | -$15.9K | 0.1% | 86 |
|
|
2021
Q1 | $585K | Buy |
5,786
+200
| +4% | +$20.2K | 0.1% | 80 |
|
|
2020
Q4 | $511K | Hold |
5,586
| – | – | 0.1% | 81 |
|
|
2020
Q3 | $452K | Buy |
+5,586
| New | +$452K | 0.1% | 82 |
|
|
2020
Q1 | – | Sell |
-2,295
| Closed | -$215K | – | 110 |
|
|
2019
Q4 | $215K | Sell |
2,295
-420
| -15% | -$39.3K | 0.05% | 105 |
|
|
2019
Q3 | $241K | Sell |
2,715
-700
| -20% | -$62.1K | 0.05% | 103 |
|
|
2019
Q2 | $298K | Sell |
3,415
-300
| -8% | -$26.2K | 0.07% | 93 |
|
|
2019
Q1 | $318K | Sell |
3,715
-310
| -8% | -$26.5K | 0.08% | 99 |
|
|
2018
Q4 | $314K | Sell |
4,025
-853
| -17% | -$66.5K | 0.09% | 95 |
|
|
2018
Q3 | $425K | Buy |
4,878
+553
| +13% | +$48.2K | 0.1% | 105 |
|
|
2018
Q2 | $359K | Sell |
4,325
-800
| -16% | -$66.4K | 0.1% | 83 |
|
|
2018
Q1 | $423K | Sell |
5,125
-1,225
| -19% | -$101K | 0.12% | 81 |
|
|
2017
Q4 | $544K | Sell |
6,350
-2,031
| -24% | -$174K | 0.15% | 78 |
|
|
2017
Q3 | $679K | Buy |
8,381
+46
| +0.6% | +$3.73K | 0.18% | 84 |
|
|
2017
Q2 | $651K | Sell |
8,335
-1,290
| -13% | -$101K | 0.21% | 70 |
|
|
2017
Q1 | $747K | Sell |
9,625
-1,165
| -11% | -$90.4K | 0.24% | 73 |
|
|
2016
Q4 | $818K | Sell |
10,790
-650
| -6% | -$49.3K | 0.26% | 74 |
|
|
2016
Q3 | $825K | Buy |
+11,440
| New | +$825K | 0.26% | 77 |
|