AssuredPartners Investment 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
$325K Sell
2,435
-13,901
-85% -$1.85M 0.08% 176
2025
Q1
$2.11M Sell
16,336
-82
-0.5% -$10.6K 0.41% 72
2024
Q4
$2.09M Buy
+16,418
New +$2.09M 0.41% 70