White Lighthouse Investment Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

White Lighthouse Investment Management’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$60.8M	Buy	456,116 +14,242	+3%	+$1.9M	9.89%	2
2025 Q1	$57M	Buy	441,874 +6,907	+2%	+$891K	10.18%	2
2024 Q4	$55.5M	Buy	434,967 +4,965	+1%	+$633K	9.75%	2
2024 Q3	$55.1M	Buy	430,002 +13,037	+3%	+$1.67M	9.89%	2
2024 Q2	$49.5M	Buy	416,965 +16,708	+4%	+$1.98M	9.54%	2
2024 Q1	$48.4M	Buy	400,257 +7,899	+2%	+$956K	9.84%	2
2023 Q4	$43.8M	Buy	392,358 +19,366	+5%	+$2.16M	9.59%	2
2023 Q3	$38.5M	Buy	372,992 +4,685	+1%	+$484K	9.36%	2
2023 Q2	$39.1M	Buy	368,307 +28,488	+8%	+$3.02M	9.33%	2
2023 Q1	$35.9M	Buy	339,819 +14,204	+4%	+$1.5M	9.03%	2
2022 Q4	$35.2M	Sell	325,615 -9,317	-3%	-$1.01M	9.57%	2
2022 Q3	$31.8M	Buy	334,932 +11,261	+3%	+$1.07M	9.25%	2
2022 Q2	$32.9M	Sell	323,671 -422	-0.1%	-$42.9K	9.42%	2
2022 Q1	$36.4M	Sell	324,093 -1,957	-0.6%	-$220K	9.25%	2
2021 Q4	$36.6M	Buy	326,050 +9,460	+3%	+$1.06M	9.11%	2
2021 Q3	$32.7M	Buy	316,590 +9,504	+3%	+$982K	8.78%	2
2021 Q2	$32.2M	Buy	307,086 +11,973	+4%	+$1.25M	8.81%	2
2021 Q1	$29.8M	Buy	295,113 +20,317	+7%	+$2.05M	9.13%	2
2020 Q4	$25.1M	Buy	274,796 +8,478	+3%	+$776K	8.03%	2
2020 Q3	$21.6M	Buy	266,318 +42,846	+19%	+$3.47M	7.46%	2
2020 Q2	$17.6M	Buy	223,472 +17,479	+8%	+$1.38M	6.47%	2
2020 Q1	$14.6M	Buy	205,993 +11,027	+6%	+$780K	6.1%	2
2019 Q4	$18.3M	Buy	194,966 +18,557	+11%	+$1.74M	6.7%	2
2019 Q3	$15.7M	Buy	176,409 +4,733	+3%	+$420K	6.3%	2
2019 Q2	$15M	Buy	171,676 +21,167	+14%	+$1.85M	6.26%	2
2019 Q1	$12.9M	Buy	150,509 +909	+0.6%	+$77.9K	5.92%	3
2018 Q4	$11.7M	Buy	149,600 +13,918	+10%	+$1.09M	6.41%	2
2018 Q3	$11.8M	Buy	135,682 +10,285	+8%	+$896K	6.03%	3
2018 Q2	$10.4M	Buy	125,397 +37,800	+43%	+$3.14M	5.72%	4
2018 Q1	$7.23M	Buy	87,597 +9,589	+12%	+$791K	4.14%	4
2017 Q4	$6.68M	Buy	+78,008	New	+$6.68M	3.84%	5