Waverly 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
Q2 | $45.2M | Buy |
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2025
Q1 | $43.1M | Buy |
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|
2024
Q4 | $41.7M | Buy |
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|
2024
Q3 | $41M | Buy |
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|
2024
Q2 | $36.9M | Buy |
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|
2024
Q1 | $36.1M | Buy |
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|
2023
Q4 | $23.5M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $8.29M | Buy |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $259K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $21K | Sell |
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|
2013
Q4 | $62K | Buy |
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