BFA
Beacon Financial Advisory’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 | $1.93M | Buy |
14,469
+479
| +3% | +$63.9K | 0.5% | 36 |
|
|
2025
Q1 | $1.8M | Buy |
13,990
+735
| +6% | +$94.8K | 0.55% | 36 |
|
|
2024
Q4 | $1.69M | Sell |
13,255
-369
| -3% | -$47.1K | 0.55% | 35 |
|
|
2024
Q3 | $1.75M | Buy |
13,624
+1,882
| +16% | +$241K | 0.59% | 32 |
|
|
2024
Q2 | $1.39M | Buy |
11,742
+1,609
| +16% | +$191K | 0.52% | 39 |
|
|
2024
Q1 | $1.23M | Sell |
10,133
-954
| -9% | -$115K | 0.6% | 32 |
|
|
2023
Q4 | $1.24M | Buy |
11,087
+609
| +6% | +$68K | 0.6% | 40 |
|
|
2023
Q3 | $1.08M | Buy |
10,478
+247
| +2% | +$25.5K | 0.6% | 43 |
|
|
2023
Q2 | $1.09M | Buy |
10,231
+2,133
| +26% | +$226K | 0.62% | 43 |
|
|
2023
Q1 | $854K | Buy |
8,098
+2,356
| +41% | +$249K | 0.54% | 54 |
|
|
2022
Q4 | $621K | Buy |
5,742
+446
| +8% | +$48.3K | 0.44% | 69 |
|
|
2022
Q3 | $503K | Buy |
5,296
+19
| +0.4% | +$1.81K | 0.36% | 92 |
|
|
2022
Q2 | $537K | Sell |
5,277
-29
| -0.5% | -$2.95K | 0.31% | 113 |
|
|
2022
Q1 | $596K | Sell |
5,306
-670
| -11% | -$75.3K | 0.28% | 109 |
|
|
2021
Q4 | $670K | Hold |
5,976
| – | – | 0.31% | 101 |
|
|
2021
Q3 | $618K | Sell |
5,976
-298
| -5% | -$30.8K | 0.32% | 101 |
|
|
2021
Q2 | $657K | Buy |
6,274
+948
| +18% | +$99.3K | 0.35% | 94 |
|
|
2021
Q1 | $538K | Sell |
5,326
-8,513
| -62% | -$860K | 0.31% | 109 |
|
|
2020
Q4 | $1.27M | Sell |
13,839
-325
| -2% | -$29.7K | 0.82% | 32 |
|
|
2020
Q3 | $1.15M | Sell |
14,164
-1,152
| -8% | -$93.2K | 1% | 27 |
|
|
2020
Q2 | $1.21M | Sell |
15,316
-111
| -0.7% | -$8.74K | 1.31% | 22 |
|
|
2020
Q1 | $1.09M | Sell |
15,427
-1,967
| -11% | -$139K | 1.39% | 20 |
|
|
2019
Q4 | $1.63M | Buy |
+17,394
| New | +$1.63M | 1.4% | 17 |
|