TFA
Trinity Financial Advisors’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 | $6.18M | Sell |
46,363
-1,294
| -3% | -$173K | 1.89% | 16 |
|
|
2025
Q1 | $5.91M | Sell |
47,657
-235
| -0.5% | -$29.2K | 2.13% | 14 |
|
|
2024
Q4 | $6.11M | Sell |
47,892
-872
| -2% | -$111K | 2.32% | 13 |
|
|
2024
Q3 | $3.75M | Sell |
48,764
-5,579
| -10% | -$429K | 1.68% | 14 |
|
|
2024
Q2 | $6.45M | Buy |
54,343
+771
| +1% | +$91.4K | 2.88% | 10 |
|
|
2024
Q1 | $6.48M | Sell |
53,572
-4,591
| -8% | -$555K | 2.92% | 11 |
|
|
2023
Q4 | $6.49M | Buy |
+58,163
| New | +$6.49M | 3.17% | 9 |
|
|
2023
Q2 | – | Sell |
-3,940
| Closed | -$416K | – | 80 |
|
|
2023
Q1 | $416K | Buy |
3,940
+928
| +31% | +$97.9K | 0.25% | 43 |
|
|
2022
Q4 | $326K | Buy |
3,012
+329
| +12% | +$35.6K | 0.21% | 47 |
|
|
2022
Q3 | $255K | Buy |
+2,683
| New | +$255K | 0.18% | 59 |
|