BFG
VYM icon

Berger Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Berger Financial Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,239
Closed -$238K – 296
2023
Q2 		$238K Sell
2,239
-12
-0.5% -$1.26K 0.03% 255
2023
Q1 		$238K Sell
2,251
-11
-0.5% -$1.18K 0.03% 244
2022
Q4 		$245K Buy
2,262
+19
+0.8% +$2.02K 0.03% 226
2022
Q3 		$213K Buy
2,243
+19
+0.9% +$1.98K 0.03% 225
2022
Q2 		$226K Buy
2,224
+1
+0% +$108 0.03% 217
2022
Q1 		$250K Hold
2,223
– – 0.03% 233
2021
Q4 		$249K Buy
2,223
+101
+5% +$11K 0.03% 230
2021
Q3 		$219K Hold
2,122
– – 0.04% 196
2021
Q2 		$222K Buy
+2,122
New +$223K 0.04% 191

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RJFSA
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Ameriprise
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return