Rollins 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 | $9.94M | Buy |
74,597
+2,001
| +3% | +$267K | 1.59% | 15 |
|
2025
Q1 | $9.36M | Buy |
72,596
+1,287
| +2% | +$166K | 1.63% | 15 |
|
2024
Q4 | $9.1M | Buy |
71,309
+4,063
| +6% | +$518K | 1.42% | 15 |
|
2024
Q3 | $8.62M | Buy |
67,246
+7,575
| +13% | +$971K | 1.43% | 14 |
|
2024
Q2 | $7.08M | Buy |
59,671
+3,876
| +7% | +$460K | 1.22% | 18 |
|
2024
Q1 | $6.75M | Buy |
55,795
+25,271
| +83% | +$3.06M | 1.27% | 17 |
|
2023
Q4 | $3.41M | Buy |
+30,524
| New | +$3.41M | 0.71% | 24 |
|