Richardson Financial Services’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
$204K Buy
+1,527
New +$204K 0.14% 148
2025
Q1
Sell
-1,537
Closed -$196K 639
2024
Q4
$196K Sell
1,537
-1,537
-50% -$196K 0.14% 137
2024
Q3
$379K Buy
3,074
+1,537
+100% +$190K 0.24% 106
2024
Q2
$182K Sell
1,537
-212
-12% -$25.1K 0.13% 144
2024
Q1
$188K Buy
+1,749
New +$188K 0.13% 148