AA Financial Advisors’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 | $10.1M | Buy |
76,009
+8,347
| +12% | +$1.11M | 2.18% | 8 |
|
2025
Q1 | $8.73M | Buy |
67,662
+6,514
| +11% | +$840K | 2.13% | 10 |
|
2024
Q4 | $7.8M | Buy |
61,148
+8,538
| +16% | +$1.09M | 2.08% | 15 |
|
2024
Q3 | $6.74M | Buy |
52,610
+10,256
| +24% | +$1.31M | 1.95% | 15 |
|
2024
Q2 | $5.02M | Buy |
42,354
+12,632
| +43% | +$1.5M | 1.77% | 17 |
|
2024
Q1 | $3.6M | Buy |
+29,722
| New | +$3.6M | 1.45% | 19 |
|