Heritage Wealth Management (Ohio)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$368K	Sell
2025 Q2	$349K	Hold
2025 Q1	$338K	Buy
2024 Q4	$317K	Sell
2024 Q3	$322K	Hold
2024 Q2	$298K	Buy