Tobias Financial Advisors’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 | $1.09M | Buy |
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|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $944K | Sell |
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|
2024
Q4 | $949K | Buy |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $845K | Hold |
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|
2024
Q1 | $862K | Hold |
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|
2023
Q4 | $795K | Buy |
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|
2023
Q3 | $716K | Hold |
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|
2023
Q2 | $735K | Hold |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $823K | Hold |
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|
2022
Q3 | $722K | Hold |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $880K | Sell |
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|
2021
Q4 | $4.43M | Buy |
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|
2021
Q3 | $810K | Buy |
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|
2021
Q2 | $797K | Buy |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $704K | Hold |
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|
2020
Q3 | $622K | Hold |
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|
2020
Q2 | $606K | Sell |
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|
2020
Q1 | $621K | Hold |
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|
2019
Q4 | $822K | Buy |
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