Octavia Wealth 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 | $11M | Buy |
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|
2025
Q2 | $9.86M | Buy |
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|
2025
Q1 | $9.39M | Sell |
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|
2024
Q4 | $9.84M | Buy |
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|
2024
Q3 | $9.21M | Buy |
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|
2024
Q2 | $8.38M | Buy |
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|
2024
Q1 | $8.42M | Sell |
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|
2023
Q4 | $23.3M | Buy |
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|
2023
Q3 | $20.7M | Buy |
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|
2023
Q2 | $20.4M | Buy |
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|
2023
Q1 | $18.8M | Sell |
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|
2022
Q4 | $22.1M | Buy |
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|
2022
Q3 | $15.8M | Buy |
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|
2022
Q2 | $16.4M | Sell |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $17.1M | Buy |
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|
2021
Q3 | $13.6M | Buy |
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|
2021
Q2 | $4.64M | Buy |
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|
2021
Q1 | $3.88M | Buy |
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|
2020
Q4 | $3.09M | Buy |
|