Sandbox Financial Partners’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
Q3
$657K Buy
2025
Q2
$609K Sell
2025
Q1
$602K Buy
2024
Q4
$589K Buy
2024
Q3
$553K Buy
2024
Q2
$502K Buy
2024
Q1
$476K Sell
2023
Q4
$440K Buy
2023
Q3
$400K Buy
2023
Q2
$410K Buy
2023
Q1
$408K Buy
2022
Q4
$407K Hold
2022
Q3
$357K Hold
2022
Q2
$383K Hold
2022
Q1
$422K Hold
2021
Q4
$422K Hold
2021
Q3
$389K Buy