Soltis Investment 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 | $255K | Buy |
1,914
+262
| +16% | +$34.9K | 0.02% | 348 |
|
2025
Q1 | $213K | Buy |
+1,652
| New | +$213K | 0.02% | 345 |
|
2024
Q4 | – | Sell |
-1,621
| Closed | -$208K | – | 394 |
|
2024
Q3 | $208K | Buy |
+1,621
| New | +$208K | 0.02% | 344 |
|
2024
Q2 | – | Sell |
-2,793
| Closed | -$338K | – | 345 |
|
2024
Q1 | $338K | Buy |
+2,793
| New | +$338K | 0.04% | 237 |
|