Dougherty Wealth Advisers’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 | $1.81M | Hold |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $4.19M | Buy |
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|
2024
Q3 | $2.05M | Hold |
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|
2024
Q2 | $1.9M | Hold |
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|
2024
Q1 | $1.94M | Hold |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $2.51M | Hold |
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|
2023
Q2 | $2.57M | Hold |
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|
2023
Q1 | $2.56M | Hold |
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|
2022
Q4 | $2.63M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $5K | Buy |
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