FA
Fiducient Advisors’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 | $1.47M | Sell |
11,038
-703
| -6% | -$93.7K | 0.18% | 64 |
|
2025
Q1 | $1.51M | Buy |
11,741
+1,500
| +15% | +$193K | 0.19% | 60 |
|
2024
Q4 | $1.31M | Buy |
10,241
+74
| +0.7% | +$9.44K | 0.16% | 61 |
|
2024
Q3 | $1.3M | Sell |
10,167
-1,049
| -9% | -$134K | 0.15% | 60 |
|
2024
Q2 | $1.33M | Buy |
11,216
+2,334
| +26% | +$277K | 0.18% | 47 |
|
2024
Q1 | $1.07M | Buy |
8,882
+3,635
| +69% | +$440K | 0.21% | 48 |
|
2023
Q4 | $586K | Sell |
5,247
-524,784
| -99% | -$58.6M | 0.11% | 65 |
|
2023
Q3 | $54.8M | Buy |
530,031
+524,901
| +10,232% | +$54.2M | 3.09% | 4 |
|
2023
Q2 | $544K | Sell |
5,130
-3,330
| -39% | -$353K | 0.17% | 35 |
|
2023
Q1 | $893K | Sell |
8,460
-5,357
| -39% | -$565K | 0.29% | 23 |
|
2022
Q4 | $1.5M | Buy |
+13,817
| New | +$1.5M | 0.44% | 28 |
|
2022
Q3 | – | Sell |
-5,490
| Closed | -$558K | – | 84 |
|
2022
Q2 | $558K | Hold |
5,490
| – | – | 0.21% | 41 |
|
2022
Q1 | $617K | Buy |
+5,490
| New | +$617K | 0.23% | 32 |
|