Sovereign Financial 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 | $5.55M | Buy |
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2025
Q1 | $5.14M | Buy |
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2024
Q4 | $4.66M | Buy |
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2024
Q3 | $4.37M | Buy |
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2024
Q2 | $3.71M | Sell |
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2024
Q1 | $3.94M | Buy |
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2023
Q4 | $3.6M | Sell |
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2023
Q3 | $3.57M | Sell |
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2023
Q2 | $4.15M | Buy |
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2023
Q1 | $3.88M | Buy |
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2022
Q4 | $3.89M | Buy |
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2022
Q3 | $3.15M | Buy |
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2022
Q2 | $2.96M | Buy |
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2022
Q1 | $3.06M | Buy |
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2021
Q4 | $2.08M | Buy |
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2021
Q3 | $976K | Buy |
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2021
Q2 | $893K | Hold |
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2021
Q1 | $893K | Buy |
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2020
Q4 | $693K | Buy |
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