Portland Financial 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
$1.46M Hold
10,920
3.5% 6
2025
Q1
$1.41M Buy
10,920
+180
+2% +$23.2K 3.6% 7
2024
Q4
$1.37M Buy
+10,740
New +$1.37M 3.69% 7