ORBA Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

ORBA Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$933K	Sell
2025 Q2	$933K	Sell
2025 Q1	$953K	Hold
2024 Q4	$943K	Hold
2024 Q3	$947K	Hold
2024 Q2	$876K	Hold
2024 Q1	$894K	Hold
2023 Q4	$825K	Buy