Legacy Financial Group (Iowa)’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 | $259K | Sell |
1,943
-67
| -3% | -$8.93K | 0.04% | 103 |
|
|
2025
Q1 | $259K | Buy |
2,010
+41
| +2% | +$5.29K | 0.04% | 96 |
|
|
2024
Q4 | $251K | Buy |
+1,969
| New | +$251K | 0.04% | 99 |
|
|
2024
Q3 | – | Sell |
-1,961
| Closed | -$233K | – | 105 |
|
|
2024
Q2 | $233K | Buy |
1,961
+1
| +0.1% | +$119 | 0.05% | 97 |
|
|
2024
Q1 | $237K | Buy |
+1,960
| New | +$237K | 0.05% | 92 |
|
|
2023
Q4 | – | Sell |
-1,759
| Closed | -$182K | – | 507 |
|
|
2023
Q3 | $182K | Buy |
+1,759
| New | +$182K | 0.04% | 97 |
|
|
2021
Q1 | – | Sell |
-10,301
| Closed | -$943K | – | 62 |
|
|
2020
Q4 | $943K | Buy |
+10,301
| New | +$943K | 0.36% | 37 |
|