Seneca Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
91,939
+5,794
| +7% | +$772K | 4.72% | 7 |
|
|
2025
Q1 | $11.1M | Buy |
86,145
+3,422
| +4% | +$441K | 5.38% | 7 |
|
|
2024
Q4 | $10.6M | Buy |
82,723
+1,168
| +1% | +$149K | 5.24% | 6 |
|
|
2024
Q3 | $10.5M | Buy |
81,555
+3,646
| +5% | +$467K | 5.09% | 8 |
|
|
2024
Q2 | $9.24M | Buy |
77,909
+2,217
| +3% | +$263K | 4.79% | 8 |
|
|
2024
Q1 | $9.16M | Sell |
75,692
-1,077
| -1% | -$130K | 4.88% | 6 |
|
|
2023
Q4 | $8.57M | Sell |
76,769
-5,313
| -6% | -$593K | 4.97% | 6 |
|
|
2023
Q3 | $8.48M | Buy |
82,082
+1,400
| +2% | +$145K | 5.81% | 5 |
|
|
2023
Q2 | $8.56M | Sell |
80,682
-3,577
| -4% | -$379K | 5.68% | 5 |
|
|
2023
Q1 | $8.89M | Buy |
84,259
+1,901
| +2% | +$201K | 5.71% | 5 |
|
|
2022
Q4 | $8.91M | Buy |
82,358
+1,207
| +1% | +$131K | 5.64% | 6 |
|
|
2022
Q3 | $7.7M | Buy |
81,151
+1,826
| +2% | +$173K | 5.51% | 6 |
|
|
2022
Q2 | $8.07M | Buy |
79,325
+500
| +0.6% | +$50.9K | 5.43% | 6 |
|
|
2022
Q1 | $8.85M | Buy |
78,825
+3,955
| +5% | +$444K | 5.37% | 6 |
|
|
2021
Q4 | $8.39M | Buy |
74,870
+3,975
| +6% | +$446K | 4.97% | 6 |
|
|
2021
Q3 | $7.33M | Buy |
70,895
+1,927
| +3% | +$199K | 4.85% | 6 |
|
|
2021
Q2 | $7.23M | Buy |
68,968
+2,069
| +3% | +$217K | 4.73% | 7 |
|
|
2021
Q1 | $6.76M | Buy |
66,899
+2,603
| +4% | +$263K | 4.76% | 7 |
|
|
2020
Q4 | $5.88M | Buy |
+64,296
| New | +$5.88M | 4.47% | 7 |
|