TI
tru Independence’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 | $4.87M | Buy |
36,515
+485
| +1% | +$64.7K | 1.41% | 32 |
|
|
2025
Q1 | $4.65M | Buy |
36,030
+1,590
| +5% | +$205K | 1.44% | 29 |
|
|
2024
Q4 | $4.39M | Sell |
34,440
-1,405
| -4% | -$179K | 1.38% | 35 |
|
|
2024
Q3 | $4.6M | Sell |
35,845
-365
| -1% | -$46.8K | 1.35% | 37 |
|
|
2024
Q2 | $4.29M | Sell |
36,210
-1,429
| -4% | -$169K | 1.3% | 40 |
|
|
2024
Q1 | $4.55M | Sell |
37,639
-610
| -2% | -$73.8K | 1.34% | 41 |
|
|
2023
Q4 | $4.27M | Buy |
38,249
+4,081
| +12% | +$456K | 1.3% | 41 |
|
|
2023
Q3 | $3.53M | Buy |
34,168
+5,675
| +20% | +$586K | 1.22% | 42 |
|
|
2023
Q2 | $3.02M | Buy |
28,493
+2,963
| +12% | +$314K | 1% | 48 |
|
|
2023
Q1 | $2.69M | Buy |
25,530
+2,655
| +12% | +$280K | 0.87% | 51 |
|
|
2022
Q4 | $2.48M | Buy |
22,875
+1,935
| +9% | +$209K | 0.8% | 53 |
|
|
2022
Q3 | $1.99M | Buy |
20,940
+6,100
| +41% | +$579K | 0.7% | 55 |
|
|
2022
Q2 | $1.51M | Buy |
14,840
+3,950
| +36% | +$402K | 0.49% | 56 |
|
|
2022
Q1 | $1.22M | Buy |
10,890
+2,450
| +29% | +$275K | 0.33% | 66 |
|
|
2021
Q4 | $946K | Hold |
8,440
| – | – | 0.26% | 71 |
|
|
2021
Q3 | $872K | Buy |
+8,440
| New | +$872K | 0.24% | 72 |
|
|
2021
Q2 | – | Sell |
-7,790
| Closed | -$787K | – | 401 |
|
|
2021
Q1 | $787K | Sell |
7,790
-2,632
| -25% | -$266K | 0.15% | 140 |
|
|
2020
Q4 | $932 | Buy |
10,422
+972
| +10% | +$87 | ﹤0.01% | 343 |
|
|
2020
Q3 | $765K | Buy |
9,450
+1,375
| +17% | +$111K | 0.22% | 92 |
|
|
2020
Q2 | $635 | Sell |
8,075
-540
| -6% | -$42 | 0.09% | 154 |
|
|
2020
Q1 | $610 | Buy |
8,615
+8,375
| +3,490% | +$593 | 0.1% | 128 |
|
|
2019
Q4 | $17K | Buy |
+240
| New | +$17K | ﹤0.01% | 508 |
|