Everhart Financial Group’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
$236K Buy
2025
Q2
$218K Sell
2025
Q1
$212K Hold
2024
Q4
$209K Sell
2024
Q3
$211K Buy
2023
Q3
Sell
2023
Q2
$490K Buy
2023
Q1
$487K Sell
2022
Q4
$496K Sell
2022
Q3
$532K Sell
2022
Q2
$671K Buy
2022
Q1
$737K Buy
2021
Q4
$697K Buy
2021
Q3
$611K Buy