Strategic Investment Advisors’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
Q1 | – | Sell |
-3,980
| Closed | -$508K | – | 256 |
|
|
2024
Q4 | $508K | Buy |
+3,980
| New | +$508K | 0.05% | 169 |
|
|
2024
Q1 | – | Sell |
-9,561
| Closed | -$1.07M | – | 257 |
|
|
2023
Q4 | $1.07M | Buy |
+9,561
| New | +$1.07M | 0.15% | 91 |
|
|
2022
Q4 | – | Sell |
-16,418
| Closed | -$1.56M | – | 235 |
|
|
2022
Q3 | $1.56M | Buy |
+16,418
| New | +$1.56M | 0.35% | 52 |
|