Union Savings Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Sell |
42,322
-936
| -2% | -$126K | 2.61% | 6 |
|
|
2025
Q1 | $5.58M | Sell |
43,258
-523
| -1% | -$67.4K | 2.73% | 6 |
|
|
2024
Q4 | $5.59M | Sell |
43,781
-2,560
| -6% | -$327K | 2.75% | 6 |
|
|
2024
Q3 | $5.94M | Sell |
46,341
-3,017
| -6% | -$387K | 2.91% | 6 |
|
|
2024
Q2 | $5.85M | Sell |
49,358
-2,282
| -4% | -$271K | 3.07% | 6 |
|
|
2024
Q1 | $6.25M | Sell |
51,640
-13,135
| -20% | -$1.59M | 3.27% | 6 |
|
|
2023
Q4 | $7.23M | Sell |
64,775
-11,230
| -15% | -$1.25M | 4.1% | 5 |
|
|
2023
Q3 | $7.85M | Buy |
76,005
+506
| +0.7% | +$52.3K | 4.9% | 4 |
|
|
2023
Q2 | $8.33M | Buy |
+75,499
| New | +$8.33M | 4.97% | 4 |
|