IA
Insight 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 | $844K | Hold |
6,329
| – | – | 0.14% | 100 |
|
|
2025
Q1 | $816K | Buy |
6,329
+1,805
| +40% | +$233K | 0.14% | 96 |
|
|
2024
Q4 | $576K | Buy |
4,524
+96
| +2% | +$12.2K | 0.1% | 135 |
|
|
2024
Q3 | $568K | Sell |
4,428
-87
| -2% | -$11.2K | 0.1% | 142 |
|
|
2024
Q2 | $535K | Buy |
4,515
+191
| +4% | +$22.7K | 0.1% | 142 |
|
|
2024
Q1 | $523K | Buy |
4,324
+234
| +6% | +$28.3K | 0.1% | 150 |
|
|
2023
Q4 | $457K | Sell |
4,090
-105
| -3% | -$11.7K | 0.1% | 155 |
|
|
2023
Q3 | $433K | Buy |
4,195
+275
| +7% | +$28.4K | 0.1% | 154 |
|
|
2023
Q2 | $416K | Hold |
3,920
| – | – | 0.09% | 167 |
|
|
2023
Q1 | $414K | Sell |
3,920
-633
| -14% | -$66.8K | 0.1% | 178 |
|
|
2022
Q4 | $492K | Buy |
4,553
+129
| +3% | +$13.9K | 0.17% | 158 |
|
|
2022
Q3 | $420K | Sell |
4,424
-249
| -5% | -$23.6K | 0.17% | 162 |
|
|
2022
Q2 | $492K | Sell |
4,673
-307
| -6% | -$32.3K | 0.17% | 155 |
|
|
2022
Q1 | $559K | Sell |
4,980
-641
| -11% | -$72K | 0.17% | 157 |
|
|
2021
Q4 | $630K | Hold |
5,621
| – | – | 0.19% | 134 |
|
|
2021
Q3 | $616K | Sell |
5,621
-5
| -0.1% | -$548 | 0.18% | 143 |
|
|
2021
Q2 | $592K | Sell |
5,626
-124
| -2% | -$13K | 0.19% | 146 |
|
|
2021
Q1 | $596K | Sell |
5,750
-83
| -1% | -$8.6K | 0.19% | 142 |
|
|
2020
Q4 | $534K | Buy |
+5,833
| New | +$534K | 0.2% | 125 |
|