SFA
Semmax Financial 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
Q2 | $3.19M | Sell |
23,579
-5,410
| -19% | -$732K | 0.82% | 50 |
|
|
2025
Q1 | $3.65M | Sell |
28,989
-18,985
| -40% | -$2.39M | 0.99% | 43 |
|
|
2024
Q4 | $6.43M | Buy |
47,974
+10,708
| +29% | +$1.43M | 1.71% | 15 |
|
|
2024
Q3 | $4.91M | Buy |
37,266
+1,171
| +3% | +$154K | 1.35% | 24 |
|
|
2024
Q2 | $4.37M | Buy |
36,095
+355
| +1% | +$43K | 1.31% | 22 |
|
|
2024
Q1 | $4.28M | Buy |
35,740
+1,744
| +5% | +$209K | 1.41% | 22 |
|
|
2023
Q4 | $3.81M | Sell |
33,996
-1,724
| -5% | -$193K | 1.39% | 24 |
|
|
2023
Q3 | $3.66M | Buy |
+35,720
| New | +$3.66M | 1.47% | 24 |
|
|
2022
Q4 | $9.82M | Sell |
88,692
-4,117
| -4% | -$456K | 3.92% | 1 |
|
|
2022
Q3 | $9.98M | Buy |
92,809
+23,805
| +34% | +$2.56M | 4.23% | 1 |
|
|
2022
Q2 | $7.42M | Sell |
69,004
-8,713
| -11% | -$936K | 3.03% | 4 |
|
|
2022
Q1 | $8.72M | Buy |
+77,717
| New | +$8.72M | 3.44% | 2 |
|