Williams Jones Wealth Management’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
$7.67M Sell
2025
Q2
$7.5M Sell
2025
Q1
$7.48M Sell
2024
Q4
$7.8M Sell
2024
Q3
$8.26M Buy
2024
Q2
$7.59M Sell
2024
Q1
$7.93M Sell
2023
Q4
$7.4M Sell
2023
Q3
$6.98M Sell
2023
Q2
$7.38M Sell
2023
Q1
$7.41M Sell
2022
Q4
$7.61M Sell
2022
Q3
$6.77M Sell
2022
Q2
$7.34M Buy
2022
Q1
$8.1M Sell
2021
Q4
$8.17M Sell
2021
Q3
$7.7M Buy
2021
Q2
$7.66M Sell
2021
Q1
$7.44M Buy
2020
Q4
$6.68M Buy
2020
Q3
$5.69M Sell
2020
Q2
$5.65M Sell
2020
Q1
$5.29M Buy
2019
Q4
$6.14M Sell
2019
Q3
$6.03M Buy