MIA
Milestone 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 | $10.3M | Sell |
77,219
-3,357
| -4% | -$448K | 2.69% | 9 |
|
|
2025
Q1 | $10.4M | Buy |
80,576
+8,433
| +12% | +$1.09M | 2.88% | 10 |
|
|
2024
Q4 | $9.2M | Buy |
72,143
+1,857
| +3% | +$237K | 2.5% | 12 |
|
|
2024
Q3 | $9.01M | Buy |
70,286
+567
| +0.8% | +$72.7K | 2.52% | 11 |
|
|
2024
Q2 | $8.27M | Sell |
69,719
-3,885
| -5% | -$461K | 2.2% | 15 |
|
|
2024
Q1 | $8.91M | Sell |
73,604
-9,258
| -11% | -$1.12M | 2.4% | 14 |
|
|
2023
Q4 | $9.25M | Sell |
82,862
-6,902
| -8% | -$770K | 2.69% | 14 |
|
|
2023
Q3 | $9.27M | Sell |
89,764
-19,641
| -18% | -$2.03M | 2.64% | 13 |
|
|
2023
Q2 | $11.6M | Sell |
109,405
-5,284
| -5% | -$560K | 3.59% | 10 |
|
|
2023
Q1 | $12.1M | Buy |
114,689
+1,135
| +1% | +$120K | 3.74% | 8 |
|
|
2022
Q4 | $12.3M | Buy |
+113,554
| New | +$12.3M | 4.31% | 8 |
|