HFO
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Heritage Family Offices’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Family Offices’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$473K Hold
3,708
– – 0.24% 95
2025
Q1 		$478K Hold
3,708
– – 0.24% 93
2024
Q4 		$473K Hold
3,708
– – 0.24% 90
2024
Q3 		$475K Sell
3,708
-105
-3% -$13.5K 0.25% 87
2024
Q2 		$452K Buy
+3,813
New +$452K 0.25% 82