Wimmer Associates 1’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 | $1.16M | Sell |
8,678
-282
| -3% | -$37.6K | 0.59% | 43 |
|
|
2025
Q1 | $1.15M | Buy |
8,960
+438
| +5% | +$56.2K | 0.61% | 43 |
|
|
2024
Q4 | $1.09M | Buy |
8,522
+423
| +5% | +$54K | 0.54% | 47 |
|
|
2024
Q3 | $1.04M | Buy |
8,099
+568
| +8% | +$72.8K | 0.51% | 47 |
|
|
2024
Q2 | $893K | Buy |
7,531
+395
| +6% | +$46.8K | 0.46% | 52 |
|
|
2024
Q1 | $863K | Buy |
7,136
+220
| +3% | +$26.6K | 0.45% | 54 |
|
|
2023
Q4 | $772K | Buy |
6,916
+387
| +6% | +$43.2K | 0.44% | 55 |
|
|
2023
Q3 | $675K | Sell |
6,529
-116
| -2% | -$12K | 0.42% | 54 |
|
|
2023
Q2 | $705K | Buy |
6,645
+9
| +0.1% | +$955 | 0.42% | 55 |
|
|
2023
Q1 | $687K | Sell |
6,636
-605
| -8% | -$62.7K | 0.44% | 56 |
|
|
2022
Q4 | $784K | Sell |
7,241
-210
| -3% | -$22.7K | 0.52% | 50 |
|
|
2022
Q3 | $793K | Sell |
7,451
-100
| -1% | -$10.6K | 0.52% | 51 |
|
|
2022
Q2 | $768K | Buy |
7,551
+2,993
| +66% | +$304K | 0.5% | 52 |
|
|
2022
Q1 | $512K | Buy |
4,558
+1,198
| +36% | +$135K | 0.28% | 78 |
|
|
2021
Q4 | $377K | Sell |
3,360
-350
| -9% | -$39.3K | 0.2% | 93 |
|
|
2021
Q3 | $383K | Buy |
3,710
+515
| +16% | +$53.2K | 0.23% | 86 |
|
|
2021
Q2 | $335K | Buy |
3,195
+600
| +23% | +$62.9K | 0.2% | 92 |
|
|
2021
Q1 | $262K | Buy |
2,595
+35
| +1% | +$3.53K | 0.14% | 101 |
|
|
2020
Q4 | $234K | Sell |
2,560
-445
| -15% | -$40.7K | 0.14% | 103 |
|
|
2020
Q3 | $243K | Buy |
3,005
+95
| +3% | +$7.68K | 0.16% | 96 |
|
|
2020
Q2 | $244K | Sell |
2,910
-880
| -23% | -$73.8K | 0.19% | 94 |
|
|
2020
Q1 | $268K | Buy |
3,790
+230
| +6% | +$16.3K | 0.25% | 84 |
|
|
2019
Q4 | $334K | Sell |
3,560
-325
| -8% | -$30.5K | 0.27% | 85 |
|
|
2019
Q3 | $345K | Sell |
3,885
-70
| -2% | -$6.22K | 0.3% | 77 |
|
|
2019
Q2 | $346K | Buy |
3,955
+125
| +3% | +$10.9K | 0.3% | 79 |
|
|
2019
Q1 | $328K | Hold |
3,830
| – | – | 0.29% | 81 |
|
|
2018
Q4 | $299K | Sell |
3,830
-475
| -11% | -$37.1K | 0.3% | 83 |
|
|
2018
Q3 | $375K | Sell |
4,305
-800
| -16% | -$69.7K | 0.31% | 78 |
|
|
2018
Q2 | $424K | Sell |
5,105
-95
| -2% | -$7.89K | 0.38% | 69 |
|
|
2018
Q1 | $429K | Hold |
5,200
| – | – | 0.38% | 74 |
|
|
2017
Q4 | $445K | Sell |
5,200
-700
| -12% | -$59.9K | 0.4% | 72 |
|
|
2017
Q3 | $478K | Hold |
5,900
| – | – | 0.44% | 68 |
|
|
2017
Q2 | $461K | Sell |
5,900
-185
| -3% | -$14.5K | 0.42% | 69 |
|
|
2017
Q1 | $473K | Hold |
6,085
| – | – | 0.44% | 69 |
|
|
2016
Q4 | $461K | Sell |
6,085
-1,450
| -19% | -$110K | 0.43% | 67 |
|
|
2016
Q3 | $544K | Buy |
7,535
+185
| +3% | +$13.4K | 0.49% | 58 |
|
|
2016
Q2 | $525K | Buy |
7,350
+200
| +3% | +$14.3K | 0.47% | 60 |
|
|
2016
Q1 | $494K | Sell |
7,150
-500
| -7% | -$34.5K | 0.45% | 67 |
|
|
2015
Q4 | $511K | Buy |
+7,650
| New | +$511K | 0.54% | 63 |
|