Montag & Associates’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
Q3 | $487K | Hold |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $446K | Hold |
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|
2024
Q4 | $441K | Hold |
|
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $410K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $389K | Hold |
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|
2022
Q4 | $399K | Hold |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $413K | Hold |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $272K | Hold |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $307K | Hold |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $256K | Buy |
|