FRG Family Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FRG Family Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.62M	Buy	31,186 +1,400	+5%	+$210K	0.76%	29
2025 Q4	$4.27M	Sell	29,786 -555	-2%	-$78.9K	0.66%	37
2025 Q3	$4.28M	Sell	30,341 -1,162	-4%	-$160K	0.69%	35
2025 Q2	$4.2M	Buy	31,503 +1,480	+5%	+$188K	0.73%	33
2025 Q1	$3.87M	Buy	30,023 +4,805	+19%	+$629K	0.75%	33
2024 Q4	$3.22M	Buy	25,218 +1,197	+5%	+$156K	0.58%	36
2024 Q3	$3.08M	Sell	24,021 -220	-0.9%	-$27.2K	0.55%	38
2024 Q2	$2.88M	Sell	24,241 -575	-2%	-$68.2K	0.56%	39
2024 Q1	$2.89M	Sell	24,816 -1,920	-7%	-$220K	0.57%	38
2023 Q4	$2.98M	Sell	26,736 -4,680	-15%	-$492K	0.61%	36
2023 Q3	$3.25M	Buy	31,416 +830	+3%	+$89.1K	0.73%	33
2023 Q2	$3.24M	Buy	30,586 +820	+3%	+$86K	0.71%	35
2023 Q1	$3.14M	Buy	29,766 +1,890	+7%	+$203K	0.72%	36
2022 Q4	$3.02M	Buy	27,876 +9,695	+53%	+$1.03M	0.72%	37
2022 Q3	$1.73M	Buy	18,181 +9,952	+121%	+$1.03M	0.43%	47
2022 Q2	$837K	Buy	8,229 +1,800	+28%	+$195K	0.19%	81
2022 Q1	$722K	Buy	6,429 +1,800	+39%	+$201K	0.14%	91
2021 Q4	$519K	Sell	4,629 -3,206	-41%	-$349K	0.1%	105
2021 Q3	$810K	Sell	7,835 -15	-0.2%	-$1.59K	0.16%	83
2021 Q2	$822K	Sell	7,850 -4	-0.1%	-$420	0.16%	88
2021 Q1	$794K	Hold	7,854	–	–	0.16%	83
2020 Q4	$719K	Sell	7,854 -430	-5%	-$37.4K	0.16%	84
2020 Q3	$670K	Sell	8,284 -450	-5%	-$36.9K	0.16%	85
2020 Q2	$688K	Sell	8,734 -1,671	-16%	-$130K	0.18%	83
2020 Q1	$736K	Hold	10,405	–	–	0.22%	76
2019 Q4	$975K	Sell	10,405 -385	-4%	-$34.9K	0.24%	78
2019 Q3	$957K	Buy	10,790 +450	+4%	+$39.4K	0.25%	78
2019 Q2	$904K	Sell	10,340 -108	-1%	-$9.34K	0.24%	79
2019 Q1	$895K	Hold	10,448	–	–	0.25%	80
2018 Q4	$815K	Sell	10,448 -213	-2%	-$17.8K	0.27%	83
2018 Q3	$928K	Hold	10,661	–	–	0.25%	85
2018 Q2	$885K	Hold	10,661	–	–	0.26%	85
2018 Q1	$879K	Hold	10,661	–	–	0.29%	84
2017 Q4	$913K	Buy	10,661 +1,641	+18%	+$137K	0.29%	83
2017 Q3	$731K	Buy	+9,020	New	+$716K	0.25%	89