Stonebridge Financial Planning 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
Q3 | $2.22M | Hold |
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|
2025
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.16M | Hold |
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|
2024
Q4 | $2.14M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $107K | Hold |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $146K | Sell |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $145K | Sell |
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|
2020
Q2 | $148K | Hold |
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|
2020
Q1 | $142K | Hold |
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|
2019
Q4 | $176K | Buy |
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