Sax 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
Q3 | $629K | Sell |
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|
2025
Q2 | $678K | Hold |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $523K | Hold |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $428K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $2.08M | Hold |
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|
2021
Q3 | $1.92M | Buy |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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