Panoramic Investment 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
$2.99M Buy
22,448
+67
+0.3% +$8.93K 1.84% 14
2025
Q1
$2.89M Buy
22,381
+295
+1% +$38K 1.95% 11
2024
Q4
$2.82M Buy
22,086
+33
+0.1% +$4.21K 1.84% 15
2024
Q3
$2.83M Buy
+22,053
New +$2.83M 1.95% 12
2024
Q1
$2.62M Buy
21,695
+517
+2% +$62.6K 1.93% 13
2023
Q4
$2.36M Buy
21,178
+79
+0.4% +$8.82K 2.04% 11
2023
Q3
$2.18M Buy
+21,099
New +$2.18M 2% 13
2022
Q4
$2.14M Buy
+19,768
New +$2.14M 2.19% 12