RFA
Resurgent Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
2,932
| – | – | 0.21% | 127 |
|
|
2025
Q1 | $378K | Sell |
2,932
-80
| -3% | -$10.3K | 0.23% | 123 |
|
|
2024
Q4 | $384K | Sell |
3,012
-175
| -5% | -$22.3K | 0.23% | 124 |
|
|
2024
Q3 | $409K | Sell |
3,187
-30
| -0.9% | -$3.85K | 0.24% | 125 |
|
|
2024
Q2 | $382K | Sell |
3,217
-2,710
| -46% | -$321K | 0.24% | 121 |
|
|
2024
Q1 | $717K | Buy |
5,927
+2,159
| +57% | +$261K | 0.38% | 77 |
|
|
2023
Q4 | $421K | Sell |
3,768
-92
| -2% | -$10.3K | 0.26% | 102 |
|
|
2023
Q3 | $399K | Sell |
3,860
-1,220
| -24% | -$126K | 0.27% | 92 |
|
|
2023
Q2 | $539K | Sell |
5,080
-557
| -10% | -$59.1K | 0.36% | 76 |
|
|
2023
Q1 | $595K | Sell |
5,637
-283
| -5% | -$29.9K | 0.4% | 63 |
|
|
2022
Q4 | $641K | Buy |
5,920
+249
| +4% | +$26.9K | 0.34% | 68 |
|
|
2022
Q3 | $538K | Sell |
5,671
-289
| -5% | -$27.4K | 0.36% | 81 |
|
|
2022
Q2 | $606K | Sell |
5,960
-255
| -4% | -$25.9K | 0.39% | 75 |
|
|
2022
Q1 | $698K | Buy |
6,215
+1,789
| +40% | +$201K | 0.43% | 64 |
|
|
2021
Q4 | $496K | Buy |
+4,426
| New | +$496K | 0.4% | 69 |
|