First National Advisers’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 | $784K | Buy |
5,879
+1,485
| +34% | +$198K | 0.11% | 145 |
|
2025
Q1 | $567K | Hold |
4,394
| – | – | 0.09% | 156 |
|
2024
Q4 | $561K | Hold |
4,394
| – | – | 0.09% | 146 |
|
2024
Q3 | $563K | Buy |
4,394
+1,608
| +58% | +$206K | 0.09% | 152 |
|
2024
Q2 | $330K | Buy |
2,786
+225
| +9% | +$26.7K | 0.06% | 176 |
|
2024
Q1 | $310K | Hold |
2,561
| – | – | 0.07% | 176 |
|
2023
Q4 | $286K | Buy |
+2,561
| New | +$286K | 0.08% | 147 |
|