West Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.9K | Hold |
427
| – | – | 0.01% | 96 |
|
|
2025
Q1 | $55.1K | Sell |
427
-396
| -48% | -$51.1K | 0.01% | 95 |
|
|
2024
Q4 | $105K | Sell |
823
-111
| -12% | -$14.2K | 0.02% | 76 |
|
|
2024
Q3 | $120K | Hold |
934
| – | – | 0.02% | 66 |
|
|
2024
Q2 | $111K | Hold |
934
| – | – | 0.02% | 66 |
|
|
2024
Q1 | $113K | Hold |
934
| – | – | 0.02% | 65 |
|
|
2023
Q4 | $104K | Sell |
934
-100
| -10% | -$11.2K | 0.02% | 64 |
|
|
2023
Q3 | $107K | Hold |
1,034
| – | – | 0.03% | 64 |
|
|
2023
Q2 | $110K | Hold |
1,034
| – | – | 0.03% | 62 |
|
|
2023
Q1 | $109K | Hold |
1,034
| – | – | 0.03% | 66 |
|
|
2022
Q4 | $112K | Sell |
1,034
-115
| -10% | -$12.4K | 0.03% | 64 |
|
|
2022
Q3 | $109K | Hold |
1,149
| – | – | 0.03% | 77 |
|
|
2022
Q2 | $117K | Sell |
1,149
-95
| -8% | -$9.67K | 0.03% | 73 |
|
|
2022
Q1 | $140K | Hold |
1,244
| – | – | 0.04% | 69 |
|
|
2021
Q4 | $139K | Hold |
1,244
| – | – | 0.04% | 72 |
|
|
2021
Q3 | $129K | Hold |
1,244
| – | – | 0.04% | 69 |
|
|
2021
Q2 | $130K | Sell |
1,244
-520
| -29% | -$54.3K | 0.04% | 62 |
|
|
2021
Q1 | $178K | Hold |
1,764
| – | – | 0.06% | 50 |
|
|
2020
Q4 | $161K | Buy |
+1,764
| New | +$161K | 0.06% | 55 |
|