Moneta Group Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2M | Sell |
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|
2025
Q1 | $43.9M | Buy |
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|
2024
Q4 | $40.8M | Buy |
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|
2024
Q3 | $40.5M | Sell |
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|
2024
Q2 | $39.5M | Buy |
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|
2024
Q1 | $38.8M | Sell |
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|
2023
Q4 | $39.2M | Sell |
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|
2023
Q3 | $40M | Sell |
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|
2023
Q2 | $41.2M | Sell |
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|
2023
Q1 | $41M | Buy |
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|
2022
Q4 | $40.1M | Buy |
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|
2022
Q3 | $33.7M | Buy |
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|
2022
Q2 | $37M | Sell |
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|
2022
Q1 | $36.3M | Buy |
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|
2021
Q4 | $36.1M | Sell |
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|
2021
Q3 | $33.1M | Buy |
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|
2021
Q2 | $32.7M | Buy |
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|
2021
Q1 | $31.5M | Sell |
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|
2020
Q4 | $31.3M | Sell |
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|
2020
Q3 | $28.4M | Buy |
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|
2020
Q2 | $23.8M | Buy |
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|
2020
Q1 | $4.27M | Buy |
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|
2019
Q4 | $521K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $65K | Sell |
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|
2019
Q1 | $64K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $211K | Buy |
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