FPCG
Forum Private Client Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9M | Buy |
194,171
+18,337
| +10% | +$2.44M | 9.98% | 2 |
|
|
2025
Q1 | $22.7M | Buy |
175,834
+4,684
| +3% | +$604K | 9.84% | 2 |
|
|
2024
Q4 | $21.8M | Buy |
171,150
+1,448
| +0.9% | +$184K | 9.7% | 2 |
|
|
2024
Q3 | $21.8M | Buy |
169,702
+5,017
| +3% | +$643K | 9.66% | 2 |
|
|
2024
Q2 | $19.5M | Sell |
164,685
-578
| -0.3% | -$68.6K | 9.28% | 2 |
|
|
2024
Q1 | $20M | Buy |
165,263
+7,709
| +5% | +$933K | 9.67% | 1 |
|
|
2023
Q4 | $17.6M | Buy |
+157,554
| New | +$17.6M | 9.18% | 1 |
|
|
2023
Q3 | – | Sell |
-148,562
| Closed | -$15.8M | – | 71 |
|
|
2023
Q2 | $15.8M | Buy |
148,562
+6,092
| +4% | +$646K | 9.02% | 1 |
|
|
2023
Q1 | $15M | Buy |
142,470
+3,914
| +3% | +$413K | 9.5% | 1 |
|
|
2022
Q4 | $15M | Sell |
138,556
-2,602
| -2% | -$282K | 10.36% | 1 |
|
|
2022
Q3 | $13.4M | Buy |
141,158
+463
| +0.3% | +$43.9K | 10.01% | 1 |
|
|
2022
Q2 | $14.3M | Buy |
140,695
+21,580
| +18% | +$2.19M | 10.4% | 1 |
|
|
2022
Q1 | $13.4M | Buy |
+119,115
| New | +$13.4M | 10.38% | 1 |
|