Fortis Group Advisors’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 | $299K | Sell |
2,240
-5,607
| -71% | -$747K | 0.05% | 184 |
|
|
2025
Q1 | $1.01M | Buy |
7,847
+16
| +0.2% | +$2.06K | 0.2% | 107 |
|
|
2024
Q4 | $999K | Buy |
7,831
+13
| +0.2% | +$1.66K | 0.19% | 98 |
|
|
2024
Q3 | $1M | Buy |
7,818
+11
| +0.1% | +$1.41K | 0.19% | 93 |
|
|
2024
Q2 | $926K | Buy |
7,807
+15
| +0.2% | +$1.78K | 0.18% | 82 |
|
|
2024
Q1 | $943K | Sell |
7,792
-6,258
| -45% | -$757K | 0.17% | 96 |
|
|
2023
Q4 | $1.56M | Buy |
14,050
+6,022
| +75% | +$667K | 0.39% | 37 |
|
|
2023
Q3 | $834K | Buy |
8,028
+6,006
| +297% | +$624K | 0.26% | 46 |
|
|
2023
Q2 | $215K | Buy |
2,022
+16
| +0.8% | +$1.7K | 0.06% | 126 |
|
|
2023
Q1 | $214K | Buy |
+2,006
| New | +$214K | 0.06% | 119 |
|
|
2020
Q3 | $593K | Buy |
+7,333
| New | +$593K | 0.12% | 89 |
|