Bordeaux Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
101,065
+3,494
| +4% | +$466K | 1.73% | 11 |
|
|
2025
Q1 | $12.6M | Sell |
97,571
-6,007
| -6% | -$775K | 2.33% | 10 |
|
|
2024
Q4 | $13.2M | Buy |
103,578
+4,964
| +5% | +$633K | 2.12% | 10 |
|
|
2024
Q3 | $12.6M | Buy |
98,614
+215
| +0.2% | +$27.6K | 2.29% | 11 |
|
|
2024
Q2 | $11.7M | Buy |
+98,399
| New | +$11.7M | 2.22% | 11 |
|
|
2023
Q3 | – | Sell |
-1,924
| Closed | -$204K | – | 103 |
|
|
2023
Q2 | $204K | Hold |
1,924
| – | – | 0.08% | 98 |
|
|
2023
Q1 | $203K | Buy |
+1,924
| New | +$203K | 0.1% | 96 |
|
|
2022
Q1 | – | Sell |
-15,703
| Closed | -$1.76M | – | 98 |
|
|
2021
Q4 | $1.76M | Buy |
+15,703
| New | +$1.76M | 0.81% | 25 |
|