Northwest Financial 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
Q3
$266K Buy
2025
Q2
$251K Sell
2025
Q1
$255K Hold
2024
Q4
$252K Buy
2024
Q3
$157K Buy
2024
Q1
Sell
2023
Q4
$67K Buy