Heritage Trust’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 | $797K | Hold |
|
|||||
|
2025
Q2 | $754K | Hold |
|
|||||
|
2025
Q1 | $730K | Buy |
|
|||||
|
2024
Q4 | $214K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $207K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $245K | Sell |
|
|||||
|
2022
Q2 | $274K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $230K | Hold |
|
|||||
|
2021
Q1 | $222K | Hold |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $47K | Hold |
|
|||||
|
2018
Q3 | $52K | Hold |
|
|||||
|
2018
Q2 | $50K | Hold |
|
|||||
|
2018
Q1 | $49K | Hold |
|
|||||
|
2017
Q4 | $51K | Hold |
|
|||||
|
2017
Q3 | $49K | Hold |
|
|||||
|
2017
Q2 | $47K | Hold |
|
|||||
|
2017
Q1 | $47K | Buy |
|