Strategic Financial Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Hold |
2,270
| – | – | 0.14% | 65 |
|
|
2025
Q1 | $293K | Hold |
2,270
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $290K | Hold |
2,270
| – | – | 0.15% | 60 |
|
|
2024
Q3 | $291K | Hold |
2,270
| – | – | 0.15% | 58 |
|
|
2024
Q2 | $269K | Hold |
2,270
| – | – | 0.15% | 58 |
|
|
2024
Q1 | $275K | Hold |
2,270
| – | – | 0.15% | 59 |
|
|
2023
Q4 | $253K | Hold |
2,270
| – | – | 0.15% | 60 |
|
|
2023
Q3 | $235K | Hold |
2,270
| – | – | 0.14% | 63 |
|
|
2023
Q2 | $241K | Hold |
2,270
| – | – | 0.14% | 65 |
|
|
2023
Q1 | $239K | Sell |
2,270
-230
| -9% | -$24.3K | 0.15% | 62 |
|
|
2022
Q4 | $271K | Hold |
2,500
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $237K | Hold |
2,500
| – | – | 0.15% | 56 |
|
|
2022
Q2 | $254K | Hold |
2,500
| – | – | 0.15% | 52 |
|
|
2022
Q1 | $281K | Hold |
2,500
| – | – | 0.14% | 57 |
|
|
2021
Q4 | $280K | Hold |
2,500
| – | – | 0.14% | 60 |
|
|
2021
Q3 | $258K | Hold |
2,500
| – | – | 0.14% | 61 |
|
|
2021
Q2 | $262K | Buy |
2,500
+40
| +2% | +$4.19K | 0.14% | 59 |
|
|
2021
Q1 | $249K | Buy |
2,460
+5
| +0.2% | +$506 | 0.15% | 61 |
|
|
2020
Q4 | $225K | Buy |
+2,455
| New | +$225K | 0.15% | 61 |
|