Zuckerman Investment 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 | $1.24M | Sell |
9,288
-126
| -1% | -$16.8K | 0.12% | 76 |
|
|
2025
Q1 | $1.21M | Buy |
9,414
+149
| +2% | +$19.2K | 0.13% | 73 |
|
|
2024
Q4 | $1.22M | Hold |
9,265
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $1.19M | Sell |
9,265
-678
| -7% | -$86.9K | 0.12% | 72 |
|
|
2024
Q2 | $1.18M | Buy |
9,943
+1,266
| +15% | +$150K | 0.14% | 66 |
|
|
2024
Q1 | $1.05M | Buy |
8,677
+626
| +8% | +$75.7K | 0.12% | 67 |
|
|
2023
Q4 | $899K | Buy |
8,051
+3,340
| +71% | +$373K | 0.12% | 69 |
|
|
2023
Q3 | $487K | Buy |
4,711
+821
| +21% | +$84.8K | 0.07% | 84 |
|
|
2023
Q2 | $413K | Buy |
3,890
+544
| +16% | +$57.7K | 0.06% | 93 |
|
|
2023
Q1 | $353K | Hold |
3,346
| – | – | 0.05% | 91 |
|
|
2022
Q4 | $362K | Hold |
3,346
| – | – | 0.06% | 97 |
|
|
2022
Q3 | $317K | Hold |
3,346
| – | – | 0.06% | 92 |
|
|
2022
Q2 | $340K | Hold |
3,346
| – | – | 0.06% | 85 |
|
|
2022
Q1 | $376K | Hold |
3,346
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $375K | Hold |
3,346
| – | – | 0.06% | 87 |
|
|
2021
Q3 | $346K | Hold |
3,346
| – | – | 0.06% | 89 |
|
|
2021
Q2 | $351K | Hold |
3,346
| – | – | 0.06% | 91 |
|
|
2021
Q1 | $338K | Buy |
3,346
+345
| +11% | +$34.9K | 0.06% | 87 |
|
|
2020
Q4 | $275K | Buy |
+3,001
| New | +$275K | 0.05% | 72 |
|