Wellspring 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
Q2 | $64M | Buy |
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|
2025
Q1 | $61.2M | Sell |
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|
2024
Q4 | $60.9M | Buy |
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|
2024
Q3 | $45.7M | Buy |
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|
2024
Q2 | $41.2M | Buy |
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|
2024
Q1 | $40.9M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.53M | Sell |
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|
2023
Q2 | $8.72M | Sell |
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|
2023
Q1 | $9.59M | Sell |
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|
2022
Q4 | $9.88M | Buy |
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|
2022
Q3 | $8.63M | Buy |
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|
2022
Q2 | $9.06M | Sell |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $10.2M | Buy |
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|
2021
Q3 | $9.29M | Buy |
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|
2021
Q2 | $7.48M | Buy |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $3.65M | Buy |
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|
2020
Q3 | $3.13M | Sell |
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|
2020
Q2 | $3.07M | Buy |
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|
2020
Q1 | $2.17M | Buy |
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