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Vanguard High Dividend Yield ETF shares owned by West Financial Advisors

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Vanguard High Dividend Yield ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard High Dividend Yield ETF held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard High Dividend Yield ETF by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 427 140.96
2025-06-30 $57k 427 133.31
2025-03-31 $55k 427 128.96
2024-12-31 $105k 823 127.59
2024-09-30 $120k 934 128.20
2024-06-30 $111k 934 118.60
2024-03-31 $113k 934 120.99
2023-12-31 $104k 934 111.63
2023-09-30 $107k 1.0k 103.32
2023-06-30 $110k 1.0k 106.07
2023-03-31 $109k 1.0k 105.50
2022-12-31 $112k 1.0k 108.21
2022-09-30 $109k 1.1k 94.87
2022-06-30 $117k 1.1k 101.83
2022-03-31 $140k 1.2k 112.54
2021-12-31 $139k 1.2k 111.74
2021-09-30 $129k 1.2k 103.70
2021-06-30 $130k 1.2k 104.50
2021-03-31 $178k 1.8k 100.91
2020-12-31 $161k 1.8k 91.27