Wolff Financial Management’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 | $28.1M | Buy |
210,861
+4,445
| +2% | +$593K | 7.26% | 5 |
|
|
2025
Q1 | $26.6M | Buy |
206,416
+753
| +0.4% | +$97.1K | 7.37% | 5 |
|
|
2024
Q4 | $26.2M | Sell |
205,663
-2,886
| -1% | -$368K | 7.28% | 6 |
|
|
2024
Q3 | $26.7M | Buy |
+208,549
| New | +$26.7M | 7.26% | 5 |
|
|
2024
Q2 | – | Sell |
-203,527
| Closed | -$24.6M | – | 96 |
|
|
2024
Q1 | $24.6M | Sell |
203,527
-736
| -0.4% | -$89.1K | 7.18% | 6 |
|
|
2023
Q4 | $22.8M | Buy |
204,263
+5,433
| +3% | +$606K | 7.04% | 6 |
|
|
2023
Q3 | $20.5M | Buy |
+198,830
| New | +$20.5M | 7.01% | 5 |
|
|
2023
Q2 | – | Sell |
-185,246
| Closed | -$19.5M | – | 100 |
|
|
2023
Q1 | $19.5M | Buy |
185,246
+10,379
| +6% | +$1.09M | 6.81% | 5 |
|
|
2022
Q4 | $18.9M | Buy |
174,867
+24,290
| +16% | +$2.63M | 7% | 2 |
|
|
2022
Q3 | $14.3M | Buy |
150,577
+10,456
| +7% | +$992K | 6.52% | 3 |
|
|
2022
Q2 | $14.3M | Buy |
140,121
+2,255
| +2% | +$229K | 6.34% | 3 |
|
|
2022
Q1 | $15.5M | Buy |
137,866
+2,077
| +2% | +$233K | 6.14% | 3 |
|
|
2021
Q4 | $15.2M | Buy |
+135,789
| New | +$15.2M | 5.76% | 3 |
|
|
2021
Q1 | $12.9M | Buy |
127,949
+102,088
| +395% | +$10.3M | 5.93% | 3 |
|
|
2020
Q4 | $2.37M | Sell |
25,861
-817
| -3% | -$74.8K | 1.24% | 22 |
|
|
2020
Q3 | $2.16M | Sell |
26,678
-81
| -0.3% | -$6.56K | 1.28% | 20 |
|
|
2020
Q2 | $2.11M | Buy |
26,759
+2,758
| +11% | +$217K | 1.34% | 19 |
|
|
2020
Q1 | $1.7M | Buy |
24,001
+10,917
| +83% | +$772K | 1.28% | 19 |
|
|
2019
Q4 | $1.23M | Buy |
13,084
+1,213
| +10% | +$114K | 0.81% | 25 |
|
|
2019
Q3 | $1.05M | Buy |
11,871
+131
| +1% | +$11.6K | 0.77% | 27 |
|
|
2019
Q2 | $1.03M | Buy |
11,740
+1,064
| +10% | +$93K | 0.79% | 26 |
|
|
2019
Q1 | $915K | Buy |
10,676
+12
| +0.1% | +$1.03K | 0.76% | 27 |
|
|
2018
Q4 | $832K | Buy |
+10,664
| New | +$832K | 0.81% | 27 |
|