BIA
Barry Investment 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 | $639K | Buy |
4,794
+1
| +0% | +$133 | 0.16% | 60 |
|
|
2025
Q1 | $618K | Sell |
4,793
-232
| -5% | -$29.9K | 0.16% | 61 |
|
|
2024
Q4 | $641K | Sell |
5,025
-1,103
| -18% | -$141K | 0.21% | 60 |
|
|
2024
Q3 | $786K | Sell |
6,128
-609
| -9% | -$78.1K | 0.24% | 52 |
|
|
2024
Q2 | $799K | Buy |
6,737
+216
| +3% | +$25.6K | 0.27% | 51 |
|
|
2024
Q1 | $789K | Buy |
6,521
+393
| +6% | +$47.6K | 0.26% | 49 |
|
|
2023
Q4 | $684K | Sell |
6,128
-423
| -6% | -$47.2K | 0.23% | 54 |
|
|
2023
Q3 | $677K | Sell |
6,551
-4
| -0.1% | -$413 | 0.24% | 59 |
|
|
2023
Q2 | $695K | Buy |
6,555
+1
| +0% | +$106 | 0.23% | 65 |
|
|
2023
Q1 | $692K | Sell |
6,554
-237
| -3% | -$25K | 0.23% | 66 |
|
|
2022
Q4 | $735K | Buy |
6,791
+122
| +2% | +$13.2K | 0.23% | 63 |
|
|
2022
Q3 | $633K | Sell |
6,669
-570
| -8% | -$54.1K | 0.22% | 60 |
|
|
2022
Q2 | $736K | Buy |
7,239
+275
| +4% | +$28K | 0.22% | 61 |
|
|
2022
Q1 | $782K | Buy |
6,964
+2,295
| +49% | +$258K | 0.21% | 64 |
|
|
2021
Q4 | $523K | Sell |
4,669
-185
| -4% | -$20.7K | 0.14% | 79 |
|
|
2021
Q3 | $502K | Sell |
4,854
-629
| -11% | -$65.1K | 0.14% | 72 |
|
|
2021
Q2 | $574K | Sell |
5,483
-74
| -1% | -$7.75K | 0.15% | 68 |
|
|
2021
Q1 | $562K | Buy |
+5,557
| New | +$562K | 0.15% | 66 |
|