Capital Advisory Group Advisory Services’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 | $300K | Hold |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $223K | Hold |
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|
2024
Q1 | $227K | Hold |
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|
2023
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $647K | Buy |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $586K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $1.75M | Buy |
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|
2019
Q3 | $140K | Sell |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $480K | Sell |
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|
2018
Q3 | $978K | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.68M | Buy |
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