Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $184K | Hold |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $180K | Hold |
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|
2023
Q1 | $179K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $161K | Hold |
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|
2022
Q2 | $173K | Buy |
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