Rooted Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
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|
2025
Q1 | $6.22M | Sell |
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|
2024
Q4 | $7.11M | Buy |
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|
2024
Q3 | $6.75M | Buy |
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|
2024
Q2 | $5.81M | Buy |
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|
2024
Q1 | $5.35M | Buy |
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|
2023
Q4 | $5.01M | Sell |
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|
2023
Q3 | $5.28M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $6.64M | Buy |
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|
2022
Q4 | $2.94M | Buy |
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