EFG
Embree Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Sell |
45,713
-59
| -0.1% | -$7.87K | 0.92% | 24 |
|
|
2025
Q1 | $5.9M | Buy |
45,772
+11,264
| +33% | +$1.45M | 0.99% | 25 |
|
|
2024
Q4 | $4.4M | Buy |
34,508
+187
| +0.5% | +$23.9K | 0.75% | 26 |
|
|
2024
Q3 | $4.4M | Sell |
34,321
-487
| -1% | -$62.4K | 0.78% | 24 |
|
|
2024
Q2 | $4.13M | Sell |
34,808
-507
| -1% | -$60.1K | 0.79% | 24 |
|
|
2024
Q1 | $4.27M | Sell |
35,315
-1,747
| -5% | -$211K | 0.84% | 25 |
|
|
2023
Q4 | $4.14M | Buy |
+37,062
| New | +$4.14M | 0.87% | 23 |
|