Sound View Wealth Advisors Group’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
Q2 | $8.12M | Sell |
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|
2025
Q1 | $8.22M | Sell |
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|
2024
Q4 | $8.36M | Buy |
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|
2024
Q3 | $7.76M | Buy |
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|
2024
Q2 | $6.1M | Buy |
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|
2024
Q1 | $5.74M | Sell |
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|
2023
Q4 | $5.48M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $4.08M | Sell |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $5.48M | Buy |
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|
2022
Q3 | $2.13M | Buy |
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $737K | Sell |
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|
2020
Q4 | $772K | Buy |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $524K | Sell |
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|
2019
Q4 | $715K | Buy |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $492K | Buy |
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