Confluence Wealth 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
Q2 | $3.29M | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.59M | Sell |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $600K | Sell |
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|
2022
Q4 | $675K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $246K | Buy |
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|
2021
Q4 | $225K | Buy |
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