FIA
Foundations Investment Advisors’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 | $4.01M | Sell |
30,116
-27,471
| -48% | -$3.66M | 0.06% | 230 |
|
|
2025
Q1 | $7.43M | Sell |
57,587
-3,165
| -5% | -$408K | 0.14% | 149 |
|
|
2024
Q4 | $7.75M | Buy |
60,752
+24,624
| +68% | +$3.14M | 0.15% | 137 |
|
|
2024
Q3 | $4.63M | Sell |
36,128
-1,901
| -5% | -$244K | 0.1% | 179 |
|
|
2024
Q2 | $4.51M | Buy |
38,029
+753
| +2% | +$89.3K | 0.11% | 151 |
|
|
2024
Q1 | $4.51M | Sell |
37,276
-793
| -2% | -$95.9K | 0.12% | 146 |
|
|
2023
Q4 | $4.31M | Sell |
38,069
-1,426
| -4% | -$162K | 0.12% | 139 |
|
|
2023
Q3 | $4.08M | Sell |
39,495
-3,495
| -8% | -$361K | 0.13% | 132 |
|
|
2023
Q2 | $4.56M | Buy |
42,990
+6,811
| +19% | +$722K | 0.15% | 97 |
|
|
2023
Q1 | $3.82M | Buy |
36,179
+2,903
| +9% | +$306K | 0.14% | 103 |
|
|
2022
Q4 | $3.6M | Buy |
33,276
+27,859
| +514% | +$3.01M | 0.14% | 80 |
|
|
2022
Q3 | $514K | Buy |
+5,417
| New | +$514K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-38,491
| Closed | -$3.35M | – | 134 |
|
|
2018
Q3 | $3.35M | Buy |
38,491
+5,738
| +18% | +$500K | 0.82% | 22 |
|
|
2018
Q2 | $2.72M | Buy |
+32,753
| New | +$2.72M | 0.72% | 25 |
|