Fiduciary Alliance’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
$1.1M Buy
8,254
+2,017
+32% +$269K 0.08% 210
2025
Q1
$804K Buy
6,237
+613
+11% +$79K 0.08% 193
2024
Q4
$718K Buy
5,624
+2,658
+90% +$339K 0.07% 195
2024
Q3
$380K Buy
2,966
+60
+2% +$7.69K 0.05% 181
2024
Q2
$345K Sell
2,906
-458
-14% -$54.4K 0.06% 154
2024
Q1
$406K Sell
3,364
-623
-16% -$75.1K 0.07% 139
2023
Q4
$445K Sell
3,987
-624
-14% -$69.7K 0.09% 117
2023
Q3
$476K Buy
4,611
+1,656
+56% +$171K 0.11% 108
2023
Q2
$313K Buy
+2,955
New +$313K 0.07% 125
2023
Q1
Sell
-1,035
Closed -$112K 863
2022
Q4
$112K Buy
+1,035
New +$112K 0.03% 154