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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$523K	Hold
2025 Q2	$473K	Hold
2025 Q1	$478K	Hold
2024 Q4	$473K	Hold
2024 Q3	$475K	Sell
2024 Q2	$452K	Buy