FRG Family Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.28M | Sell |
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|
2025
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $3.22M | Buy |
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|
2024
Q3 | $3.08M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $2.89M | Sell |
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $3.14M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $837K | Buy |
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|
2022
Q1 | $722K | Buy |
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|
2021
Q4 | $519K | Sell |
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|
2021
Q3 | $810K | Sell |
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|
2021
Q2 | $822K | Sell |
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|
2021
Q1 | $794K | Hold |
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|
2020
Q4 | $719K | Sell |
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|
2020
Q3 | $670K | Sell |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $736K | Hold |
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|
2019
Q4 | $975K | Sell |
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|
2019
Q3 | $957K | Buy |
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|
2019
Q2 | $904K | Sell |
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|
2019
Q1 | $895K | Hold |
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|
2018
Q4 | $815K | Sell |
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|
2018
Q3 | $928K | Hold |
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|
2018
Q2 | $885K | Hold |
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|
2018
Q1 | $879K | Hold |
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|
2017
Q4 | $913K | Buy |
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|
2017
Q3 | $731K | Buy |
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