Baron Silver Stevens Financial 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 | $9.2M | Sell |
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|
2025
Q2 | $8.77M | Sell |
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|
2025
Q1 | $8.83M | Sell |
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|
2024
Q4 | $9.58M | Buy |
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|
2024
Q3 | $9.43M | Buy |
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|
2024
Q2 | $8.7M | Sell |
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|
2024
Q1 | $8.97M | Buy |
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|
2023
Q4 | $8.21M | Sell |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $8.94M | Buy |
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|
2023
Q1 | $7.28M | Sell |
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|
2022
Q4 | $9.19M | Buy |
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|
2022
Q3 | $6 | Buy |
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|
2022
Q2 | $5.92M | Buy |
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|
2022
Q1 | $3.84M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $594K | Buy |
|