Helen Stephens Group’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 | $531K | Sell |
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|
2025
Q2 | $525K | Buy |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $315K | Hold |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $329K | Buy |
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