Sonora Investment Management Group’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 | $484K | Buy |
3,628
+669
| +23% | +$89.2K | 0.04% | 174 |
|
|
2025
Q1 | $382K | Buy |
+2,959
| New | +$382K | 0.03% | 190 |
|
|
2024
Q3 | – | Sell |
-2,433
| Closed | -$294K | – | 306 |
|
|
2024
Q2 | $294K | Hold |
2,433
| – | – | 0.02% | 225 |
|
|
2024
Q1 | $294K | Buy |
2,433
+360
| +17% | +$43.6K | 0.02% | 226 |
|
|
2023
Q4 | $231K | Buy |
+2,073
| New | +$231K | 0.02% | 234 |
|
|
2023
Q3 | – | Sell |
-1,925
| Closed | -$204K | – | 282 |
|
|
2023
Q2 | $204K | Sell |
1,925
-267
| -12% | -$28.3K | 0.02% | 248 |
|
|
2023
Q1 | $231K | Sell |
2,192
-753
| -26% | -$79.4K | 0.02% | 234 |
|
|
2022
Q4 | $319K | Buy |
+2,945
| New | +$319K | 0.03% | 201 |
|