BOSSRA
B.O.S.S. Retirement Advisors’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 | $2.57M | Buy |
19,266
+672
| +4% | +$89.6K | 0.64% | 35 |
|
|
2025
Q1 | $2.4M | Buy |
18,594
+693
| +4% | +$89.4K | 0.7% | 33 |
|
|
2024
Q4 | $2.28M | Buy |
17,901
+14,317
| +399% | +$1.83M | 0.64% | 36 |
|
|
2024
Q3 | $459K | Buy |
3,584
+1,795
| +100% | +$230K | 0.09% | 155 |
|
|
2024
Q2 | $212K | Buy |
+1,789
| New | +$212K | 0.05% | 164 |
|
|
2024
Q1 | – | Sell |
-11,714
| Closed | -$1.31M | – | 238 |
|
|
2023
Q4 | $1.31M | Buy |
11,714
+1,157
| +11% | +$129K | 0.25% | 137 |
|
|
2023
Q3 | $1.09M | Buy |
10,557
+832
| +9% | +$86K | 0.23% | 156 |
|
|
2023
Q2 | $1.03M | Buy |
9,725
+1,637
| +20% | +$174K | 0.22% | 159 |
|
|
2023
Q1 | $853K | Buy |
8,088
+1,145
| +16% | +$121K | 0.2% | 151 |
|
|
2022
Q4 | $751K | Buy |
+6,943
| New | +$751K | 0.19% | 150 |
|