GFG
Goldstone Financial 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 | $8.09M | Buy |
59,555
+2,977
| +5% | +$404K | 1.07% | 29 |
|
2025
Q1 | $7.3M | Buy |
56,578
+3,799
| +7% | +$490K | 1.1% | 28 |
|
2024
Q4 | $6.73M | Buy |
52,779
+3,585
| +7% | +$457K | 1.06% | 29 |
|
2024
Q3 | $6.31M | Buy |
49,194
+3,729
| +8% | +$478K | 1.1% | 28 |
|
2024
Q2 | $5.39M | Buy |
45,465
+2,218
| +5% | +$263K | 1.08% | 26 |
|
2024
Q1 | $5.23M | Sell |
43,247
-597
| -1% | -$72.2K | 1.2% | 22 |
|
2023
Q4 | $4.89M | Sell |
43,844
-48,572
| -53% | -$5.42M | 1.26% | 21 |
|
2023
Q3 | $9.55M | Buy |
92,416
+2,881
| +3% | +$298K | 2.83% | 9 |
|
2023
Q2 | $9.5M | Buy |
89,535
+24,995
| +39% | +$2.65M | 2.79% | 10 |
|
2023
Q1 | $6.81M | Buy |
+64,540
| New | +$6.81M | 2.24% | 11 |
|