SFPG
Stonebridge Financial Planning Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
15,767
-1,000
| -6% | -$133K | 0.88% | 32 |
|
|
2025
Q1 | $2.16M | Hold |
16,767
| – | – | 0.99% | 29 |
|
|
2024
Q4 | $2.14M | Buy |
+16,767
| New | +$2.14M | 0.96% | 31 |
|
|
2022
Q1 | – | Sell |
-970
| Closed | -$107K | – | 362 |
|
|
2021
Q4 | $107K | Hold |
970
| – | – | 0.06% | 155 |
|
|
2021
Q3 | $107K | Sell |
970
-420
| -30% | -$46.3K | 0.05% | 160 |
|
|
2021
Q2 | $147K | Sell |
1,390
-36
| -3% | -$3.81K | 0.08% | 138 |
|
|
2021
Q1 | $146K | Sell |
1,426
-99
| -6% | -$10.1K | 0.09% | 131 |
|
|
2020
Q4 | $140K | Sell |
1,525
-200
| -12% | -$18.4K | 0.09% | 123 |
|
|
2020
Q3 | $145K | Sell |
1,725
-150
| -8% | -$12.6K | 0.1% | 107 |
|
|
2020
Q2 | $148K | Hold |
1,875
| – | – | 0.13% | 107 |
|
|
2020
Q1 | $142K | Hold |
1,875
| – | – | 0.14% | 97 |
|
|
2019
Q4 | $176K | Buy |
+1,875
| New | +$176K | 0.16% | 98 |
|