AO
Advisor OS’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
30,829
+702
| +2% | +$93.6K | 0.4% | 37 |
|
|
2025
Q1 | $3.89M | Buy |
30,127
+3,779
| +14% | +$487K | 0.44% | 37 |
|
|
2024
Q4 | $3.36M | Buy |
26,348
+357
| +1% | +$45.5K | 0.39% | 43 |
|
|
2024
Q3 | $3.33M | Buy |
25,991
+48
| +0.2% | +$6.15K | 0.33% | 51 |
|
|
2024
Q2 | $3.08M | Buy |
25,943
+140
| +0.5% | +$16.6K | 0.34% | 52 |
|
|
2024
Q1 | $3.12M | Buy |
25,803
+2,914
| +13% | +$353K | 0.36% | 51 |
|
|
2023
Q4 | $2.56M | Sell |
22,889
-1,976
| -8% | -$221K | 0.33% | 46 |
|
|
2023
Q3 | $2.57M | Buy |
24,865
+341
| +1% | +$35.2K | 0.39% | 46 |
|
|
2023
Q2 | $2.6M | Buy |
24,524
+7,166
| +41% | +$760K | 0.43% | 46 |
|
|
2023
Q1 | $1.83M | Buy |
+17,358
| New | +$1.83M | 0.44% | 55 |
|