Heritage Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$233K	Buy	1,749 +167	+11%	+$22.3K	0.02%	108
2025 Q1	$204K	Sell	1,582 -3,061	-66%	-$395K	0.02%	116
2024 Q4	$592K	Buy	+4,643	New	+$592K	0.08%	59
2022 Q3	–	Sell	-289	Closed	-$29K	–	481
2022 Q2	$29K	Buy	+289	New	+$29K	0.02%	206