Wescott Financial Advisory Group’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 | $437K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $615K | Buy |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $643K | Sell |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $574K | Sell |
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|
2022
Q1 | $767K | Buy |
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