Winch Advisory Services’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 | $260K | Buy |
1,947
+164
| +9% | +$21.9K | 0.06% | 85 |
|
|
2025
Q1 | $230K | Buy |
1,783
+11
| +0.6% | +$1.42K | 0.06% | 87 |
|
|
2024
Q4 | $226K | Buy |
1,772
+174
| +11% | +$22.2K | 0.06% | 86 |
|
|
2024
Q3 | $205K | Buy |
1,598
+10
| +0.6% | +$1.28K | 0.06% | 87 |
|
|
2024
Q2 | $188K | Buy |
1,588
+72
| +5% | +$8.54K | 0.05% | 89 |
|
|
2024
Q1 | $183K | Buy |
1,516
+167
| +12% | +$20.2K | 0.06% | 85 |
|
|
2023
Q4 | $151K | Buy |
1,349
+13
| +1% | +$1.45K | 0.05% | 87 |
|
|
2023
Q3 | $138K | Buy |
1,336
+9
| +0.7% | +$930 | 0.05% | 88 |
|
|
2023
Q2 | $141K | Buy |
1,327
+205
| +18% | +$21.8K | 0.05% | 87 |
|
|
2023
Q1 | $118K | Buy |
1,122
+7
| +0.6% | +$736 | 0.05% | 93 |
|
|
2022
Q4 | $121K | Sell |
1,115
-39
| -3% | -$4.23K | 0.05% | 92 |
|
|
2022
Q3 | $110K | Buy |
1,154
+8
| +0.7% | +$763 | 0.05% | 90 |
|
|
2022
Q2 | $117K | Buy |
1,146
+8
| +0.7% | +$817 | 0.05% | 90 |
|
|
2022
Q1 | $128K | Buy |
1,138
+6
| +0.5% | +$675 | 0.04% | 87 |
|
|
2021
Q4 | $127K | Buy |
1,132
+227
| +25% | +$25.5K | 0.04% | 87 |
|
|
2021
Q3 | $94K | Buy |
905
+2
| +0.2% | +$208 | 0.03% | 94 |
|
|
2021
Q2 | $95K | Buy |
903
+3
| +0.3% | +$316 | 0.03% | 90 |
|
|
2021
Q1 | $91K | Buy |
900
+3
| +0.3% | +$303 | 0.04% | 86 |
|
|
2020
Q4 | $82K | Buy |
897
+3
| +0.3% | +$274 | 0.03% | 79 |
|
|
2020
Q3 | $72K | Sell |
894
-209
| -19% | -$16.8K | 0.03% | 79 |
|
|
2020
Q2 | $87K | Buy |
1,103
+6
| +0.5% | +$473 | 0.04% | 69 |
|
|
2020
Q1 | $78K | Buy |
1,097
+265
| +32% | +$18.8K | 0.04% | 66 |
|
|
2019
Q4 | $78K | Buy |
832
+463
| +125% | +$43.4K | 0.04% | 89 |
|
|
2019
Q3 | $33K | Buy |
369
+3
| +0.8% | +$268 | 0.02% | 126 |
|
|
2019
Q2 | $32K | Buy |
366
+2
| +0.5% | +$175 | 0.02% | 130 |
|
|
2019
Q1 | $31K | Buy |
364
+2
| +0.6% | +$170 | 0.02% | 134 |
|
|
2018
Q4 | $28K | Buy |
362
+5
| +1% | +$387 | 0.02% | 128 |
|
|
2018
Q3 | $31K | Hold |
357
| – | – | 0.02% | 122 |
|
|
2018
Q2 | $30K | Buy |
357
+4
| +1% | +$336 | 0.02% | 135 |
|
|
2018
Q1 | $29K | Sell |
353
-60,187
| -99% | -$4.94M | 0.02% | 142 |
|
|
2017
Q4 | $5.18M | Buy |
60,540
+1,004
| +2% | +$86K | 3.12% | 9 |
|
|
2017
Q3 | $4.83M | Buy |
59,536
+532
| +0.9% | +$43.1K | 3.14% | 10 |
|
|
2017
Q2 | $4.61M | Buy |
59,004
+162
| +0.3% | +$12.7K | 2.9% | 11 |
|
|
2017
Q1 | $4.57M | Buy |
58,842
+440
| +0.8% | +$34.2K | 2.9% | 8 |
|
|
2016
Q4 | $4.43M | Buy |
58,402
+2,720
| +5% | +$206K | 3.05% | 8 |
|
|
2016
Q3 | $4.02M | Buy |
55,682
+17,013
| +44% | +$1.23M | 3.27% | 6 |
|
|
2016
Q2 | $2.76M | Buy |
38,669
+2,088
| +6% | +$149K | 3.35% | 11 |
|
|
2016
Q1 | $2.53M | Buy |
+36,581
| New | +$2.53M | 4.07% | 10 |
|
|
2014
Q3 | – | Sell |
-10,917
| Closed | -$724K | – | 270 |
|
|
2014
Q2 | $724K | Buy |
10,917
+3,261
| +43% | +$216K | 0.42% | 55 |
|
|
2014
Q1 | $483K | Buy |
+7,656
| New | +$483K | 0.31% | 72 |
|