Wells 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 | $3.78M | Sell |
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|
2025
Q2 | $3.58M | Sell |
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|
2025
Q1 | $3.51M | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $3.38M | Sell |
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|
2024
Q2 | $5.52M | Sell |
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|
2024
Q1 | $5.97M | Sell |
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|
2023
Q4 | $5.56M | Sell |
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|
2023
Q3 | $5.24M | Buy |
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|
2023
Q2 | $5.36M | Sell |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | $6.21M | Buy |
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|
2022
Q3 | $2.66M | Sell |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $3.07M | Buy |
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|
2021
Q3 | $2.77M | Buy |
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|
2021
Q2 | $2.75M | Hold |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.4M | Buy |
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