SFG
Sunburst Financial 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 | $4.4M | Sell |
32,973
-95
| -0.3% | -$12.7K | 0.98% | 19 |
|
|
2025
Q1 | $4.26M | Sell |
33,068
-1,101
| -3% | -$142K | 1.05% | 18 |
|
|
2024
Q4 | $4.36M | Sell |
34,169
-24,635
| -42% | -$3.14M | 1.08% | 19 |
|
|
2024
Q3 | $7.54M | Sell |
58,804
-8,468
| -13% | -$1.09M | 1.91% | 13 |
|
|
2024
Q2 | $7.98M | Sell |
67,272
-12,879
| -16% | -$1.53M | 2.16% | 12 |
|
|
2024
Q1 | $9.66M | Sell |
80,151
-14,337
| -15% | -$1.73M | 2.73% | 10 |
|
|
2023
Q4 | $10.5M | Sell |
94,488
-5,999
| -6% | -$670K | 3.27% | 7 |
|
|
2023
Q3 | $10.4M | Sell |
100,487
-5,031
| -5% | -$520K | 3.66% | 8 |
|
|
2023
Q2 | $11.2M | Buy |
105,518
+2,549
| +2% | +$270K | 3.91% | 8 |
|
|
2023
Q1 | $10.9M | Sell |
102,969
-1,023
| -1% | -$108K | 4.01% | 8 |
|
|
2022
Q4 | $11.3M | Buy |
103,992
+10,818
| +12% | +$1.17M | 4.48% | 7 |
|
|
2022
Q3 | $8.84M | Buy |
93,174
+1,005
| +1% | +$95.4K | 4.28% | 7 |
|
|
2022
Q2 | $9.37M | Sell |
92,169
-366
| -0.4% | -$37.2K | 4.5% | 7 |
|
|
2022
Q1 | $10.4M | Sell |
92,535
-1,244
| -1% | -$140K | 5.13% | 5 |
|
|
2021
Q4 | $10.5M | Sell |
93,779
-661
| -0.7% | -$74.1K | 5.34% | 5 |
|
|
2021
Q3 | $9.76M | Sell |
94,440
-1,579
| -2% | -$163K | 6.05% | 6 |
|
|
2021
Q2 | $10.1M | Sell |
96,019
-2,716
| -3% | -$285K | 6.41% | 5 |
|
|
2021
Q1 | $9.98M | Sell |
98,735
-1,687
| -2% | -$171K | 6.95% | 5 |
|
|
2020
Q4 | $9.19M | Sell |
100,422
-5,946
| -6% | -$544K | 6.92% | 5 |
|
|
2020
Q3 | $8.61M | Sell |
106,368
-1,688
| -2% | -$137K | 7.28% | 5 |
|
|
2020
Q2 | $8.51M | Sell |
108,056
-7,766
| -7% | -$612K | 7.71% | 5 |
|
|
2020
Q1 | $8.19M | Buy |
115,822
+179
| +0.2% | +$12.7K | 8.66% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
+115,643
| New | +$10.8M | 9.46% | 4 |
|