Valeo Financial Advisors’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 | $1.38M | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $663K | Sell |
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|
2024
Q1 | $914K | Buy |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $735K | Sell |
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|
2022
Q1 | $996K | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $526K | Buy |
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|
2021
Q1 | $406K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $393K | Buy |
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|
2019
Q4 | $474K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $371K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $33K | Hold |
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|
2018
Q2 | $34K | Sell |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $41K | Buy |
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|
2017
Q3 | $8K | Buy |
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