Brio Consultants’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
$625K Sell
2025
Q2
$605K Hold
2025
Q1
$585K Sell
2024
Q4
$638K Sell
2024
Q3
$641K Sell
2024
Q2
$626K Buy
2024
Q1
$605K Sell
2023
Q4
$708K Sell
2023
Q3
$1.26M Sell
2023
Q2
$1.33M Sell
2023
Q1
$6.87M Sell
2022
Q4
$7.05M Buy
2022
Q3
$6.58M Buy
2022
Q2
$491K Buy