HF Advisory Group’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
2024
Q4
Sell
-1,663
Closed -$213K 165
2024
Q3
$213K Sell
1,663
-408
-20% -$52.3K 0.1% 160
2024
Q2
$246K Sell
2,071
-729
-26% -$86.4K 0.13% 150
2024
Q1
$339K Sell
2,800
-68
-2% -$8.23K 0.19% 133
2023
Q4
$320K Sell
2,868
-253
-8% -$28.2K 0.2% 129
2023
Q3
$322K Buy
3,121
+61
+2% +$6.3K 0.24% 120
2023
Q2
$325K Buy
3,060
+360
+13% +$38.2K 0.26% 111
2023
Q1
$285K Buy
2,700
+164
+6% +$17.3K 0.25% 114
2022
Q4
$274K Buy
+2,536
New +$274K 0.28% 110