Heritage Wealth Advisors’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 | $482K | Sell |
3,612
-75
| -2% | -$10K | 0.02% | 133 |
|
|
2025
Q1 | $475K | Hold |
3,687
| – | – | 0.02% | 132 |
|
|
2024
Q4 | $470K | Hold |
3,687
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $473K | Hold |
3,687
| – | – | 0.02% | 147 |
|
|
2024
Q2 | $437K | Hold |
3,687
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $446K | Hold |
3,687
| – | – | 0.02% | 151 |
|
|
2023
Q4 | $412K | Sell |
3,687
-4,308
| -54% | -$481K | 0.02% | 158 |
|
|
2023
Q3 | $826K | Hold |
7,995
| – | – | 0.05% | 89 |
|
|
2023
Q2 | $848K | Hold |
7,995
| – | – | 0.04% | 93 |
|
|
2023
Q1 | $843K | Hold |
7,995
| – | – | 0.05% | 89 |
|
|
2022
Q4 | $865K | Hold |
7,995
| – | – | 0.05% | 91 |
|
|
2022
Q3 | $759K | Hold |
7,995
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $813K | Hold |
7,995
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $897K | Hold |
7,995
| – | – | 0.05% | 90 |
|
|
2021
Q4 | $896K | Hold |
7,995
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $826K | Hold |
7,995
| – | – | 0.05% | 99 |
|
|
2021
Q2 | $838K | Hold |
7,995
| – | – | 0.05% | 96 |
|
|
2021
Q1 | $808K | Hold |
7,995
| – | – | 0.05% | 100 |
|
|
2020
Q4 | $732K | Buy |
7,995
+3,687
| +86% | +$338K | 0.05% | 107 |
|
|
2020
Q3 | $349K | Hold |
4,308
| – | – | 0.05% | 112 |
|
|
2020
Q2 | $339K | Hold |
4,308
| – | – | 0.05% | 109 |
|
|
2020
Q1 | $305K | Hold |
4,308
| – | – | 0.05% | 103 |
|
|
2019
Q4 | $404K | Hold |
4,308
| – | – | 0.05% | 120 |
|
|
2019
Q3 | $382K | Sell |
4,308
-1,830
| -30% | -$162K | 0.06% | 114 |
|
|
2019
Q2 | $536K | Buy |
+6,138
| New | +$536K | 0.08% | 85 |
|