Montis Financial’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 | $24.4M | Buy |
|
|||||
|
2025
Q2 | $22.3M | Sell |
|
|||||
|
2025
Q1 | $22M | Sell |
|
|||||
|
2024
Q4 | $24.3M | Sell |
|
|||||
|
2024
Q3 | $24.7M | Sell |
|
|||||
|
2024
Q2 | $24.4M | Sell |
|
|||||
|
2024
Q1 | $25M | Sell |
|
|||||
|
2023
Q4 | $23.8M | Sell |
|
|||||
|
2023
Q3 | $22.4M | Sell |
|
|||||
|
2023
Q2 | $23.2M | Buy |
|
|||||
|
2023
Q1 | $21.8M | Buy |
|
|||||
|
2022
Q4 | $21.1M | Buy |
|
|||||
|
2022
Q3 | $15.9M | Buy |
|
|||||
|
2022
Q2 | $15.1M | Buy |
|
|||||
|
2022
Q1 | $13.1M | Buy |
|
|||||
|
2021
Q4 | $12.6M | Buy |
|
|||||
|
2021
Q3 | $11.7M | Buy |
|
|||||
|
2021
Q2 | $10.9M | Buy |
|
|||||
|
2021
Q1 | $7.51M | Buy |
|
|||||
|
2020
Q4 | $2.58M | Buy |
|