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