Winthrop Advisory Group’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 | $948K | Buy |
7,110
+9
| +0.1% | +$1.2K | 0.09% | 69 |
|
|
2025
Q1 | $916K | Sell |
7,101
-675
| -9% | -$87.1K | 0.11% | 60 |
|
|
2024
Q4 | $992K | Buy |
7,776
+873
| +13% | +$111K | 0.12% | 61 |
|
|
2024
Q3 | $885K | Buy |
6,903
+8
| +0.1% | +$1.03K | 0.11% | 62 |
|
|
2024
Q2 | $818K | Buy |
6,895
+9
| +0.1% | +$1.07K | 0.11% | 61 |
|
|
2024
Q1 | $833K | Buy |
6,886
+6
| +0.1% | +$726 | 0.12% | 60 |
|
|
2023
Q4 | $768K | Buy |
6,880
+34
| +0.5% | +$3.8K | 0.12% | 62 |
|
|
2023
Q3 | $707K | Buy |
6,846
+89
| +1% | +$9.2K | 0.12% | 59 |
|
|
2023
Q2 | $717K | Buy |
6,757
+499
| +8% | +$52.9K | 0.11% | 60 |
|
|
2023
Q1 | $660K | Buy |
6,258
+651
| +12% | +$68.7K | 0.12% | 62 |
|
|
2022
Q4 | $607K | Buy |
5,607
+1,208
| +27% | +$131K | 0.12% | 65 |
|
|
2022
Q3 | $417K | Buy |
+4,399
| New | +$417K | 0.09% | 67 |
|
|
2020
Q1 | – | Sell |
-5,919
| Closed | -$555K | – | 103 |
|
|
2019
Q4 | $555K | Buy |
5,919
+711
| +14% | +$66.7K | 0.2% | 51 |
|
|
2019
Q3 | $462K | Buy |
+5,208
| New | +$462K | 0.18% | 51 |
|