Heritage Wealth Management (Ohio)’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	$349K	Hold	2,619	–	–	0.11%	172
2025 Q1	$338K	Buy	2,619 +133	+5%	+$17.2K	0.12%	171
2024 Q4	$317K	Sell	2,486 -27	-1%	-$3.45K	0.11%	181
2024 Q3	$322K	Hold	2,513	–	–	0.11%	176
2024 Q2	$298K	Buy	+2,513	New	+$298K	0.1%	178