Pettinga Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Pettinga Financial 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
2026 Q2	$11.2M	Sell	71,018 -809	-1%	-$126K	1.8%	17
2026 Q1	$10.6M	Buy	71,827 +2,899	+4%	+$436K	2%	14
2025 Q4	$9.89M	Sell	68,928 -4,086	-6%	-$581K	1.88%	18
2025 Q3	$10.3M	Sell	73,014 -8,250	-10%	-$1.13M	2.01%	15
2025 Q2	$10.8M	Sell	81,264 -492	-0.6%	-$62.3K	2.37%	11
2025 Q1	$10.5M	Sell	81,756 -3,790	-4%	-$496K	2.48%	8
2024 Q4	$10.9M	Buy	85,546 +8,439	+11%	+$1.1M	2.47%	12
2024 Q3	$9.89M	Buy	77,107 +1,751	+2%	+$216K	2.34%	13
2024 Q2	$8.94M	Buy	75,356 +2,114	+3%	+$251K	2.24%	13
2024 Q1	$8.86M	Buy	73,242 +1,055	+1%	+$121K	2.26%	13
2023 Q4	$8.06M	Sell	72,187 -14,173	-16%	-$1.49M	2.16%	13
2023 Q3	$8.92M	Buy	86,360 +1,122	+1%	+$120K	2.7%	11
2023 Q2	$9.04M	Buy	85,238 +20,412	+31%	+$2.14M	2.68%	11
2023 Q1	$6.84M	Buy	64,826 +35,020	+117%	+$3.77M	2.13%	15
2022 Q4	$3.23M	Buy	29,806 +27,062	+986%	+$2.88M	1.05%	25
2022 Q3	$260K	Sell	2,744 -10	-0.4%	-$1.04K	0.09%	84
2022 Q2	$280K	Sell	2,754 -1,482	-35%	-$161K	0.08%	90
2022 Q1	$475K	Buy	4,236 +991	+31%	+$111K	0.12%	74
2021 Q4	$364K	Sell	3,245 -25	-0.8%	-$2.72K	0.09%	84
2021 Q3	$338K	Sell	3,270 -2,601	-44%	-$275K	0.09%	80
2021 Q2	$615K	Sell	5,871 -378	-6%	-$39.7K	0.16%	65
2021 Q1	$632K	Sell	6,249 -968	-13%	-$93.4K	0.18%	63
2020 Q4	$660K	Sell	7,217 -15,279	-68%	-$1.33M	0.24%	51
2020 Q3	$1.82M	Buy	22,496 +16,628	+283%	+$1.36M	0.77%	28
2020 Q2	$462K	Sell	5,868 -16,318	-74%	-$1.27M	0.22%	48
2020 Q1	$1.57M	Sell	22,186 -18,309	-45%	-$1.57M	1.06%	21
2019 Q4	$3.79M	Buy	40,495 +662	+2%	+$60K	2.02%	11
2019 Q3	$3.53M	Sell	39,833 -2,768	-6%	-$242K	1.91%	11
2019 Q2	$3.72M	Sell	42,601 -5,171	-11%	-$447K	1.94%	12
2019 Q1	$4.09M	Sell	47,772 -20,365	-30%	-$1.7M	2.19%	11
2018 Q4	$5.31M	Buy	+68,137	New	+$5.68M	3.49%	8