HA
HC Advisors’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 | – | Sell |
-2,587
| Closed | -$334K | – | 71 |
|
|
2025
Q1 | $334K | Buy |
+2,587
| New | +$334K | 0.25% | 39 |
|
|
2024
Q2 | – | Sell |
-4,066
| Closed | -$492K | – | 90 |
|
|
2024
Q1 | $492K | Hold |
4,066
| – | – | 0.23% | 55 |
|
|
2023
Q4 | $454K | Hold |
4,066
| – | – | 0.25% | 53 |
|
|
2023
Q3 | $420K | Buy |
4,066
+12
| +0.3% | +$1.24K | 0.25% | 54 |
|
|
2023
Q2 | $430K | Buy |
4,054
+13
| +0.3% | +$1.38K | 0.25% | 54 |
|
|
2023
Q1 | $426K | Buy |
4,041
+11
| +0.3% | +$1.16K | 0.26% | 54 |
|
|
2022
Q4 | $436K | Buy |
4,030
+214
| +6% | +$23.2K | 0.3% | 53 |
|
|
2022
Q3 | $362K | Buy |
3,816
+394
| +12% | +$37.4K | 0.25% | 55 |
|
|
2022
Q2 | $348K | Buy |
3,422
+751
| +28% | +$76.4K | 0.25% | 54 |
|
|
2022
Q1 | $300K | Buy |
2,671
+545
| +26% | +$61.2K | 0.19% | 63 |
|
|
2021
Q4 | $238K | Hold |
2,126
| – | – | 0.15% | 70 |
|
|
2021
Q3 | $220K | Hold |
2,126
| – | – | 0.14% | 69 |
|
|
2021
Q2 | $223K | Hold |
2,126
| – | – | 0.14% | 72 |
|
|
2021
Q1 | $215K | Buy |
+2,126
| New | +$215K | 0.14% | 75 |
|