United Advisor Group’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
$298K Sell
2,233
-233
-9% -$31.1K 0.05% 312
2025
Q1
$318K Sell
2,466
-1,044
-30% -$135K 0.07% 265
2024
Q4
$448K Buy
3,510
+275
+9% +$35.1K 0.09% 214
2024
Q3
$415K Buy
3,235
+1,060
+49% +$136K 0.09% 219
2024
Q2
$258K Buy
+2,175
New +$258K 0.08% 224