Trek Financial’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 | $402K | Hold |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $242K | Sell |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $224K | Sell |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $659K | Buy |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $302K | Buy |
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