Investmark 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
2025
Q2
$2.08M Sell
15,596
-2
-0% -$267 0.97% 33
2025
Q1
$2.01M Sell
15,598
-566
-4% -$73K 0.99% 31
2024
Q4
$2.06M Sell
16,164
-176
-1% -$22.5K 1.01% 30
2024
Q3
$2.09M Sell
16,340
-235
-1% -$30.1K 1.02% 32
2024
Q2
$1.97M Sell
16,575
-1,266
-7% -$150K 1.05% 31
2024
Q1
$2.16M Sell
17,841
-600
-3% -$72.6K 1.18% 27
2023
Q4
$2.06M Sell
18,441
-412
-2% -$46K 1.21% 27
2023
Q3
$1.95M Sell
18,853
-578
-3% -$59.7K 1.32% 24
2023
Q2
$2.06M Sell
19,431
-1,424
-7% -$151K 1.37% 23
2023
Q1
$2.2M Buy
20,855
+1,158
+6% +$122K 1.62% 21
2022
Q4
$2.13M Sell
19,697
-842
-4% -$91.1K 1.58% 20
2022
Q3
$1.95M Buy
+20,539
New +$1.95M 1.75% 18