Sage Capital 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
$802K Sell
6,016
-421
-7% -$56.1K 0.2% 77
2025
Q1
$830K Sell
6,437
-73
-1% -$9.42K 0.22% 75
2024
Q4
$831K Buy
6,510
+13
+0.2% +$1.66K 0.22% 70
2024
Q3
$833K Buy
6,497
+463
+8% +$59.4K 0.22% 74
2024
Q2
$716K Buy
6,034
+15
+0.2% +$1.78K 0.21% 74
2024
Q1
$728K Buy
6,019
+137
+2% +$16.6K 0.21% 77
2023
Q4
$657K Buy
5,882
+777
+15% +$86.7K 0.21% 74
2023
Q3
$527K Buy
5,105
+146
+3% +$15.1K 0.19% 78
2023
Q2
$526K Buy
4,959
+14
+0.3% +$1.49K 0.18% 78
2023
Q1
$522K Buy
4,945
+677
+16% +$71.4K 0.2% 72
2022
Q4
$462K Buy
4,268
+4
+0.1% +$433 0.2% 74
2022
Q3
$405K Buy
+4,264
New +$405K 0.21% 75