Halbert Hargrove Global 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 | $175K | Hold |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $162K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $366K | Buy |
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