HWP
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Heritage Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Heritage Wealth Partners’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$208K Sell
1,613
-122
-7% -$15.7K 0.32% 64
2024
Q4 		$221K Sell
1,735
-85
-5% -$10.8K 0.28% 64
2024
Q3 		$233K Buy
+1,820
New +$233K 0.27% 61