Valley Forge Investment Consultants’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 | $840K | Buy |
6,297
+134
| +2% | +$17.9K | 0.27% | 36 |
|
|
2025
Q1 | $795K | Sell |
6,163
-222
| -3% | -$28.6K | 0.28% | 32 |
|
|
2024
Q4 | $815K | Sell |
6,385
-302
| -5% | -$38.5K | 0.28% | 36 |
|
|
2024
Q3 | $857K | Buy |
6,687
+2,175
| +48% | +$279K | 0.3% | 31 |
|
|
2024
Q2 | $535K | Buy |
4,512
+2,330
| +107% | +$276K | 0.2% | 40 |
|
|
2024
Q1 | $264K | Hold |
2,182
| – | – | 0.1% | 65 |
|
|
2023
Q4 | $244K | Hold |
2,182
| – | – | 0.11% | 60 |
|
|
2023
Q3 | $225K | Hold |
2,182
| – | – | 0.1% | 63 |
|
|
2023
Q2 | $231K | Hold |
2,182
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $230K | Hold |
2,182
| – | – | 0.12% | 54 |
|
|
2022
Q4 | $236K | Buy |
+2,182
| New | +$236K | 0.12% | 60 |
|