ORBA Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
7,000
-390
| -5% | -$52K | 0.85% | 34 |
|
|
2025
Q1 | $953K | Hold |
7,390
| – | – | 0.48% | 43 |
|
|
2024
Q4 | $943K | Hold |
7,390
| – | – | 0.49% | 43 |
|
|
2024
Q3 | $947K | Hold |
7,390
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $876K | Hold |
7,390
| – | – | 0.45% | 43 |
|
|
2024
Q1 | $894K | Hold |
7,390
| – | – | 0.49% | 43 |
|
|
2023
Q4 | $825K | Buy |
+7,390
| New | +$825K | 0.49% | 43 |
|