IAA
Independent Advisor Alliance’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 | $3.39M | Buy |
25,413
+23,417
| +1,173% | +$3.12M | 0.1% | 184 |
|
|
2025
Q1 | $257K | Sell |
1,996
-104,862
| -98% | -$13.5M | 0.01% | 696 |
|
|
2024
Q4 | $13.6M | Buy |
+106,858
| New | +$13.6M | 0.18% | 120 |
|
|
2020
Q1 | – | Sell |
-70,938
| Closed | -$6.65M | – | 854 |
|
|
2019
Q4 | $6.65M | Buy |
+70,938
| New | +$6.65M | 0.29% | 81 |
|
|
2017
Q2 | – | Sell |
-40,908
| Closed | -$3.17M | – | 416 |
|
|
2017
Q1 | $3.17M | Buy |
+40,908
| New | +$3.17M | 0.5% | 59 |
|