LA
Legacy 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 | – | Sell |
-29,808
| Closed | -$3.84M | – | 405 |
|
|
2025
Q1 | $3.84M | Hold |
29,808
| – | – | 0.4% | 50 |
|
|
2024
Q4 | $3.8M | Buy |
29,808
+4,060
| +16% | +$518K | 0.37% | 47 |
|
|
2024
Q3 | $3.3M | Hold |
25,748
| – | – | 0.36% | 54 |
|
|
2024
Q2 | $3.05M | Hold |
25,748
| – | – | 0.37% | 49 |
|
|
2024
Q1 | $3.12M | Hold |
25,748
| – | – | 0.39% | 49 |
|
|
2023
Q4 | $2.87M | Hold |
25,748
| – | – | 0.37% | 58 |
|
|
2023
Q3 | $2.66M | Buy |
25,748
+159
| +0.6% | +$16.4K | 0.43% | 60 |
|
|
2023
Q2 | $2.71M | Buy |
25,589
+17,160
| +204% | +$1.82M | 0.4% | 58 |
|
|
2023
Q1 | $889K | Sell |
8,429
-188
| -2% | -$19.8K | 0.16% | 105 |
|
|
2022
Q4 | $932K | Hold |
8,617
| – | – | 0.17% | 93 |
|
|
2022
Q3 | $818K | Hold |
8,617
| – | – | 0.18% | 86 |
|
|
2022
Q2 | $876K | Hold |
8,617
| – | – | 0.18% | 80 |
|
|
2022
Q1 | $967K | Buy |
+8,617
| New | +$967K | 0.19% | 78 |
|
|
2020
Q3 | – | Sell |
-7,698
| Closed | -$606K | – | 113 |
|
|
2020
Q2 | $606K | Sell |
7,698
-514
| -6% | -$40.5K | 0.48% | 51 |
|
|
2020
Q1 | $581K | Sell |
8,212
-256
| -3% | -$18.1K | 0.58% | 46 |
|
|
2019
Q4 | $794K | Hold |
8,468
| – | – | 0.5% | 45 |
|
|
2019
Q3 | $751K | Hold |
8,468
| – | – | 0.56% | 43 |
|
|
2019
Q2 | $740K | Sell |
8,468
-8,358
| -50% | -$730K | 0.5% | 44 |
|
|
2019
Q1 | $1.44M | Buy |
16,826
+8,470
| +101% | +$726K | 0.47% | 51 |
|
|
2018
Q4 | $652K | Buy |
8,356
+129
| +2% | +$10.1K | 0.49% | 47 |
|
|
2018
Q3 | $722K | Hold |
8,227
| – | – | 0.36% | 72 |
|
|
2018
Q2 | $683K | Buy |
8,227
+56
| +0.7% | +$4.65K | 0.51% | 41 |
|
|
2018
Q1 | $680K | Buy |
8,171
+7,401
| +961% | +$616K | 0.5% | 40 |
|
|
2017
Q4 | $65K | Buy |
+770
| New | +$65K | 0.06% | 114 |
|