LIA
LBMC Investment 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 | $19.5M | Buy |
146,459
+5,840
| +4% | +$779K | 1.39% | 12 |
|
|
2025
Q1 | $18.1M | Buy |
140,619
+787
| +0.6% | +$101K | 1.42% | 11 |
|
|
2024
Q4 | $17.8M | Buy |
139,832
+8,570
| +7% | +$1.09M | 1.41% | 9 |
|
|
2024
Q3 | $16.8M | Buy |
131,262
+12,932
| +11% | +$1.66M | 1.33% | 12 |
|
|
2024
Q2 | $14M | Buy |
118,330
+709
| +0.6% | +$84.1K | 1.22% | 12 |
|
|
2024
Q1 | $14.2M | Sell |
117,621
-75
| -0.1% | -$9.07K | 1.23% | 12 |
|
|
2023
Q4 | $13.1M | Sell |
117,696
-722
| -0.6% | -$80.6K | 1.25% | 11 |
|
|
2023
Q3 | $12M | Buy |
118,418
+7,940
| +7% | +$804K | 1.28% | 11 |
|
|
2023
Q2 | $11.7M | Buy |
110,478
+9,158
| +9% | +$971K | 1.15% | 13 |
|
|
2023
Q1 | $10.7M | Buy |
101,320
+3,118
| +3% | +$329K | 1.08% | 13 |
|
|
2022
Q4 | $10.6M | Buy |
98,202
+3,195
| +3% | +$346K | 1.12% | 13 |
|
|
2022
Q3 | $9.01M | Sell |
95,007
-15,118
| -14% | -$1.43M | 1.04% | 15 |
|
|
2022
Q2 | $11.2M | Sell |
110,125
-2,238
| -2% | -$228K | 1.22% | 13 |
|
|
2022
Q1 | $12.6M | Buy |
112,363
+22,287
| +25% | +$2.5M | 1.12% | 13 |
|
|
2021
Q4 | $10.1M | Sell |
90,076
-329,992
| -79% | -$37M | 0.87% | 20 |
|
|
2021
Q3 | $7.52K | Buy |
420,068
+357,662
| +573% | +$6.4K | 0.7% | 22 |
|
|
2021
Q2 | $6.54M | Buy |
62,406
+17,483
| +39% | +$1.83M | 0.62% | 24 |
|
|
2021
Q1 | $4.54M | Buy |
44,923
+3,513
| +8% | +$355K | 0.48% | 26 |
|
|
2020
Q4 | $3.79M | Buy |
41,410
+7,914
| +24% | +$724K | 0.45% | 27 |
|
|
2020
Q3 | $2.71M | Buy |
33,496
+1,998
| +6% | +$162K | 0.38% | 30 |
|
|
2020
Q2 | $2.48M | Buy |
+31,498
| New | +$2.48M | 0.39% | 25 |
|