SIA
Sage Investment Advisers’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.06M | Sell |
8,299
-43
| -0.5% | -$5.51K | 1.11% | 28 |
|
|
2024
Q2 | $989K | Buy |
8,342
+22
| +0.3% | +$2.61K | 1.12% | 28 |
|
|
2024
Q1 | $1.01M | Sell |
8,320
-9
| -0.1% | -$1.09K | 1.15% | 29 |
|
|
2023
Q4 | $930K | Sell |
8,329
-12,138
| -59% | -$1.36M | 1.13% | 29 |
|
|
2023
Q3 | $2.11M | Buy |
20,467
+506
| +3% | +$52.3K | 2.9% | 11 |
|
|
2023
Q2 | $2.12M | Buy |
19,961
+6,664
| +50% | +$707K | 2.83% | 12 |
|
|
2023
Q1 | $1.4M | Buy |
13,297
+2,003
| +18% | +$211K | 1.88% | 23 |
|
|
2022
Q4 | $1.22M | Buy |
11,294
+241
| +2% | +$26.1K | 1.74% | 23 |
|
|
2022
Q3 | $1.05M | Buy |
11,053
+3,859
| +54% | +$366K | 1.66% | 24 |
|
|
2022
Q2 | $732K | Sell |
7,194
-800
| -10% | -$81.4K | 1.15% | 30 |
|
|
2022
Q1 | $897K | Sell |
7,994
-357
| -4% | -$40.1K | 1.19% | 31 |
|
|
2021
Q4 | $936K | Buy |
+8,351
| New | +$936K | 1.2% | 27 |
|