Gallagher Fiduciary Advisors’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 | $401K | Buy |
7,981,687
+7,917,178
| +12,273% | +$398K | 0.02% | 208 |
|
|
2025
Q1 | $8.32M | Buy |
64,509
+61,794
| +2,276% | +$7.97M | 0.27% | 28 |
|
|
2024
Q4 | $346K | Buy |
2,715
+955
| +54% | +$122K | 0.07% | 199 |
|
|
2024
Q3 | $226K | Sell |
1,760
-3
| -0.2% | -$385 | 0.05% | 237 |
|
|
2024
Q2 | $209K | Sell |
1,763
-690
| -28% | -$81.8K | 0.05% | 229 |
|
|
2024
Q1 | $297K | Sell |
2,453
-582
| -19% | -$70.4K | 0.01% | 152 |
|
|
2023
Q4 | $339K | Buy |
3,035
+5
| +0.2% | +$558 | 0.01% | 129 |
|
|
2023
Q3 | $313K | Sell |
3,030
-340
| -10% | -$35.1K | 0.03% | 124 |
|
|
2023
Q2 | $357K | Sell |
3,370
-1,501
| -31% | -$159K | 0.03% | 140 |
|
|
2023
Q1 | $514K | Buy |
+4,871
| New | +$514K | 0.04% | 119 |
|