Willner & Heller’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 | $468K | Sell |
3,514
-158
| -4% | -$21.1K | 0.39% | 83 |
|
|
2025
Q1 | $473K | Buy |
3,672
+24
| +0.7% | +$3.1K | 0.44% | 80 |
|
|
2024
Q4 | $465K | Sell |
3,648
-29
| -0.8% | -$3.7K | 0.41% | 83 |
|
|
2024
Q3 | $471K | Buy |
3,677
+24
| +0.7% | +$3.08K | 0.42% | 83 |
|
|
2024
Q2 | $433K | Buy |
3,653
+56
| +2% | +$6.64K | 0.42% | 81 |
|
|
2024
Q1 | $435K | Sell |
3,597
-292
| -8% | -$35.3K | 0.43% | 86 |
|
|
2023
Q4 | $434K | Buy |
+3,889
| New | +$434K | 0.48% | 76 |
|
|
2022
Q4 | $424K | Buy |
3,922
+268
| +7% | +$29K | 0.6% | 58 |
|
|
2022
Q3 | $347K | Buy |
3,654
+272
| +8% | +$25.8K | 0.56% | 62 |
|
|
2022
Q2 | $344K | Sell |
3,382
-250
| -7% | -$25.4K | 0.54% | 66 |
|
|
2022
Q1 | $407K | Sell |
3,632
-119
| -3% | -$13.3K | 0.5% | 70 |
|
|
2021
Q4 | $388K | Buy |
+3,751
| New | +$388K | 0.52% | 67 |
|