West 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 | $60.2K | Hold |
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|
2025
Q2 | $56.9K | Hold |
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|
2025
Q1 | $55.1K | Sell |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $120K | Hold |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $112K | Sell |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $117K | Sell |
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|
2022
Q1 | $140K | Hold |
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|
2021
Q4 | $139K | Hold |
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|
2021
Q3 | $129K | Hold |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $178K | Hold |
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|
2020
Q4 | $161K | Buy |
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