Concord Wealth Partners’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 | $1.11M | Sell |
|
|||||
|
2025
Q2 | $1.1M | Buy |
|
|||||
|
2025
Q1 | $706K | Buy |
|
|||||
|
2024
Q4 | $549K | Buy |
|
|||||
|
2024
Q3 | $506K | Sell |
|
|||||
|
2024
Q2 | $491K | Buy |
|
|||||
|
2024
Q1 | $434K | Buy |
|
|||||
|
2023
Q4 | $120K | Buy |
|
|||||
|
2023
Q3 | $110K | Buy |
|
|||||
|
2023
Q2 | $112K | Buy |
|
|||||
|
2023
Q1 | $111K | Buy |
|
|||||
|
2022
Q4 | $108K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $71K | Buy |
|
|||||
|
2022
Q1 | $77K | Sell |
|
|||||
|
2021
Q4 | $80K | Buy |
|