Oregon Pacific Wealth Management’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
$374K Sell
2,802
-43
-2% -$5.73K 0.35% 79
2025
Q1
$367K Sell
2,845
-107
-4% -$13.8K 0.37% 78
2024
Q4
$377K Buy
+2,952
New +$377K 0.37% 74