Investment 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 | $22.7M | Buy |
170,427
+8,952
| +6% | +$1.19M | 6.88% | 2 |
|
|
2025
Q1 | $20.8M | Buy |
161,475
+6,972
| +5% | +$899K | 6.97% | 1 |
|
|
2024
Q4 | $19.7M | Buy |
154,503
+2,410
| +2% | +$307K | 6.6% | 2 |
|
|
2024
Q3 | $19.5M | Buy |
152,093
+14,214
| +10% | +$1.82M | 6.77% | 1 |
|
|
2024
Q2 | $16.4M | Buy |
137,879
+9,755
| +8% | +$1.16M | 6.32% | 3 |
|
|
2024
Q1 | $15.5M | Buy |
128,124
+4,231
| +3% | +$512K | 6.41% | 2 |
|
|
2023
Q4 | $13.8M | Buy |
123,893
+1,368
| +1% | +$153K | 6.36% | 2 |
|
|
2023
Q3 | $12.7M | Buy |
122,525
+3,105
| +3% | +$321K | 6.58% | 2 |
|
|
2023
Q2 | $12.7M | Buy |
119,420
+8,662
| +8% | +$919K | 6.49% | 2 |
|
|
2023
Q1 | $11.7M | Sell |
110,758
-1,985
| -2% | -$209K | 6.72% | 1 |
|
|
2022
Q4 | $12.2M | Buy |
112,743
+1,966
| +2% | +$213K | 7.49% | 1 |
|
|
2022
Q3 | $10.5M | Buy |
110,777
+4,829
| +5% | +$458K | 7.29% | 1 |
|
|
2022
Q2 | $10.8M | Buy |
105,948
+10,689
| +11% | +$1.09M | 7.33% | 1 |
|
|
2022
Q1 | $10.7M | Buy |
95,259
+6,085
| +7% | +$683K | 6.49% | 2 |
|
|
2021
Q4 | $10M | Buy |
+89,174
| New | +$10M | 6.4% | 2 |
|