Financial Advocates Investment Management’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
$1.89M Sell
14,207
-10,356
-42% -$1.38M 0.15% 133
2025
Q1
$3.17M Buy
24,563
+305
+1% +$39.3K 0.22% 103
2024
Q4
$3.1M Sell
24,258
-3,813
-14% -$487K 0.18% 131
2024
Q3
$3.6M Sell
28,071
-964
-3% -$124K 0.2% 109
2024
Q2
$3.44M Sell
29,035
-3,452
-11% -$409K 0.21% 104
2024
Q1
$3.93M Sell
32,487
-1,095
-3% -$132K 0.23% 101
2023
Q4
$3.75M Sell
33,582
-1,232
-4% -$138K 0.25% 97
2023
Q3
$3.6M Buy
34,814
+1,628
+5% +$168K 0.26% 94
2023
Q2
$3.52M Sell
33,186
-728
-2% -$77.2K 0.25% 100
2023
Q1
$3.58M Buy
33,914
+3,388
+11% +$357K 0.26% 89
2022
Q4
$3.3M Sell
30,526
-1,536
-5% -$166K 0.25% 100
2022
Q3
$2.92M Sell
32,062
-341
-1% -$31.1K 0.24% 111
2022
Q2
$3.3M Sell
32,403
-2,935
-8% -$298K 0.27% 94
2022
Q1
$3.97M Sell
35,338
-403
-1% -$45.2K 0.26% 95
2021
Q4
$4.01M Sell
35,741
-3,219
-8% -$361K 0.25% 92
2021
Q3
$4.03M Buy
38,960
+929
+2% +$96K 0.27% 94
2021
Q2
$3.99M Sell
38,031
-3,447
-8% -$361K 0.27% 81
2021
Q1
$4.19M Sell
41,478
-237
-0.6% -$24K 0.3% 67
2020
Q4
$3.82M Sell
41,715
-2,691
-6% -$246K 0.26% 84
2020
Q3
$3.59M Sell
44,406
-212
-0.5% -$17.2K 0.31% 70
2020
Q2
$3.52M Buy
44,618
+6,289
+16% +$495K 0.33% 69
2020
Q1
$2.71M Sell
38,329
-5,612
-13% -$397K 0.39% 66
2019
Q4
$4.12M Buy
43,941
+1,169
+3% +$110K 0.44% 54
2019
Q3
$3.8M Buy
42,772
+607
+1% +$53.9K 0.43% 55
2019
Q2
$3.68M Buy
42,165
+402
+1% +$35.1K 0.43% 55
2019
Q1
$3.58M Sell
41,763
-2,355
-5% -$202K 0.44% 56
2018
Q4
$3.44M Sell
44,118
-2,134
-5% -$166K 0.47% 52
2018
Q3
$4.03M Buy
46,252
+2,485
+6% +$216K 0.45% 52
2018
Q2
$3.63M Buy
43,767
+15,498
+55% +$1.29M 0.44% 57
2018
Q1
$2.33M Sell
28,269
-2,333
-8% -$192K 0.3% 82
2017
Q4
$2.62M Buy
+30,602
New +$2.62M 0.36% 67