SOA 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 | $572K | Buy |
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|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $543K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $569K | Buy |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $546K | Buy |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $514K | Buy |
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