HFA
Highland Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
10,408
-3,171
| -23% | -$423K | 0.45% | 26 |
|
|
2025
Q1 | $1.75M | Sell |
13,579
-4,790
| -26% | -$618K | 0.63% | 20 |
|
|
2024
Q4 | $2.34M | Sell |
18,369
-18,354
| -50% | -$2.34M | 0.81% | 19 |
|
|
2024
Q3 | $4.71M | Sell |
36,723
-61,907
| -63% | -$7.94M | 1.67% | 16 |
|
|
2024
Q2 | $11.7M | Sell |
98,630
-147,542
| -60% | -$17.5M | 4.35% | 10 |
|
|
2024
Q1 | $29.8M | Sell |
246,172
-6,034
| -2% | -$730K | 11.92% | 1 |
|
|
2023
Q4 | $28.2M | Buy |
252,206
+24,094
| +11% | +$2.69M | 12.24% | 1 |
|
|
2023
Q3 | $23.6M | Sell |
228,112
-218
| -0.1% | -$22.5K | 12.2% | 1 |
|
|
2023
Q2 | $24.2M | Buy |
228,330
+987
| +0.4% | +$105K | 12.48% | 1 |
|
|
2023
Q1 | $24M | Buy |
227,343
+12,275
| +6% | +$1.3M | 13.02% | 1 |
|
|
2022
Q4 | $23.3M | Buy |
215,068
+52,922
| +33% | +$5.73M | 13.7% | 1 |
|
|
2022
Q3 | $15.4M | Buy |
162,146
+3,399
| +2% | +$322K | 10.68% | 1 |
|
|
2022
Q2 | $16.1M | Buy |
+158,747
| New | +$16.1M | 11.06% | 1 |
|