Schechter Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $484K | Hold |
3,751
| – | – | 0.04% | 374 |
|
|
2024
Q4 | $479K | Sell |
3,751
-22
| -0.6% | -$2.81K | 0.04% | 394 |
|
|
2024
Q3 | $484K | Hold |
3,773
| – | – | 0.04% | 401 |
|
|
2024
Q2 | $447K | Hold |
3,773
| – | – | 0.03% | 399 |
|
|
2024
Q1 | $456K | Buy |
3,773
+900
| +31% | +$109K | 0.03% | 398 |
|
|
2023
Q4 | $321K | Hold |
2,873
| – | – | 0.03% | 451 |
|
|
2023
Q3 | $297K | Sell |
2,873
-385
| -12% | -$39.8K | 0.03% | 451 |
|
|
2023
Q2 | $346K | Hold |
3,258
| – | – | 0.03% | 460 |
|
|
2023
Q1 | $344K | Buy |
3,258
+225
| +7% | +$23.7K | 0.03% | 495 |
|
|
2022
Q4 | $328K | Buy |
3,033
+381
| +14% | +$41.2K | 0.03% | 607 |
|
|
2022
Q3 | $252K | Buy |
2,652
+226
| +9% | +$21.5K | 0.02% | 763 |
|
|
2022
Q2 | $247K | Hold |
2,426
| – | – | 0.02% | 772 |
|
|
2022
Q1 | $272K | Hold |
2,426
| – | – | 0.03% | 737 |
|
|
2021
Q4 | $272K | Buy |
+2,426
| New | +$272K | 0.02% | 700 |
|