Edge Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Buy
5,141
+34
+0.7% +$4.53K 0.36% 47
2025
Q1
$659K Buy
5,107
+33
+0.7% +$4.26K 0.42% 42
2024
Q4
$647K Sell
5,074
-32
-0.6% -$4.08K 0.58% 49
2024
Q3
$655K Buy
+5,106
New +$655K 0.58% 48
2024
Q1
$620K Buy
+5,127
New +$620K 0.55% 55