Sequoia Financial 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 | $7.14M | Buy |
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|
2025
Q2 | $3.31M | Buy |
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|
2025
Q1 | $2.92M | Buy |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | $1.64M | Sell |
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|
2023
Q2 | $1.79M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $967K | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $547K | Buy |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $519K | Buy |
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|
2019
Q2 | $510K | Buy |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q4 | $452K | Sell |
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|
2018
Q3 | $514K | Buy |
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|
2018
Q2 | $478K | Buy |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $455K | Buy |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $374K | Buy |
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|
2017
Q1 | $370K | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $341K | Sell |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $323K | Buy |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Hold |
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|
2015
Q1 | $207K | Buy |
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