Heritage Wealth Management (Arizona)’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
2024
Q2
$452K Hold
2024
Q1
$461K Hold
2023
Q4
$426K Buy
2022
Q4
$1.12M Buy
2022
Q3
$399K Hold
2022
Q2
$428K Sell
2022
Q1
$494K Buy
2021
Q3
$458K Sell
2021
Q2
$467K Sell
2021
Q1
$458K Buy