Whalerock Point Partners’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
Q3 | $586K | Hold |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $536K | Hold |
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|
2024
Q4 | $531K | Hold |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $534K | Hold |
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|
2024
Q1 | $544K | Hold |
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|
2023
Q4 | $502K | Hold |
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|
2023
Q3 | $465K | Buy |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $500K | Hold |
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|
2021
Q4 | $499K | Hold |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $315K | Hold |
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|
2019
Q4 | $417K | Hold |
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|
2019
Q3 | $395K | Hold |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $381K | Hold |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $388K | Hold |
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|
2018
Q2 | $370K | Hold |
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|
2018
Q1 | $367K | Hold |
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|
2017
Q4 | $381K | Buy |
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|
2017
Q3 | $294K | Hold |
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|
2017
Q2 | $283K | Sell |
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|
2017
Q1 | $293K | Buy |
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|
2016
Q4 | $270K | Hold |
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|
2016
Q3 | $257K | Buy |
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