Ballast Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $90.3K | Hold |
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|
2025
Q1 | $87.3K | Hold |
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|
2024
Q4 | $86.4K | Hold |
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|
2024
Q3 | $86.8K | Hold |
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|
2024
Q2 | $80.3K | Hold |
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|
2024
Q1 | $81.9K | Hold |
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|
2023
Q4 | $75.6K | Sell |
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|
2023
Q3 | $77.7K | Hold |
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|
2023
Q2 | $79.8K | Hold |
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|
2023
Q1 | $79.3K | Hold |
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|
2022
Q4 | $81.4K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $69K | Buy |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $25K | Buy |
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