Fortitude Advisory Group’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 | $526K | Buy |
3,946
+61
| +2% | +$8.13K | 0.3% | 66 |
|
|
2025
Q1 | $468K | Hold |
3,885
| – | – | 0.34% | 60 |
|
|
2024
Q4 | $496K | Buy |
3,885
+1,296
| +50% | +$165K | 0.3% | 66 |
|
|
2024
Q3 | $332K | Hold |
2,589
| – | – | 0.21% | 117 |
|
|
2024
Q2 | $307K | Hold |
2,589
| – | – | 0.18% | 117 |
|
|
2024
Q1 | $313K | Buy |
2,589
+44
| +2% | +$5.32K | 0.18% | 126 |
|
|
2023
Q4 | $284K | Sell |
2,545
-450
| -15% | -$50.2K | 0.17% | 142 |
|
|
2023
Q3 | $309K | Buy |
+2,995
| New | +$309K | 0.21% | 109 |
|
|
2022
Q2 | – | Sell |
-911
| Closed | -$103K | – | 1279 |
|
|
2022
Q1 | $103K | Hold |
911
| – | – | 0.05% | 336 |
|
|
2021
Q4 | $102K | Buy |
+911
| New | +$102K | 0.05% | 334 |
|