DeDora Capital, Inc. VYM holdings history
VANGUARD HIGH DVD YIELD ETF · CUSIP 921946406 · CIK 1717658
As of 2026-06-30, DeDora Capital, Inc. reported 187.17K VYM (shares), valued at $29.58M, or 6.43% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 10.93%; reported value decreased 4.96%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.43% | 187,171 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 7.63% | 210,147 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 7.28% | 214,265 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 7.30% | 214,561 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 7.71% | 221,680 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 7.78% | 209,387 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 7.40% | 211,906 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 7.64% | 213,371 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 7.70% | 211,429 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 8.10% | 210,382 | SEC filing ↗Filed Apr 23, 2024Amended |
| Q4 2023 | 8.33% | 212,497 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 8.64% | 212,403 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.64% | 212,403 | $21.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 8.33% | 212,497 | $23.72M | Shares increased 0.04%; reported value increased 8.09%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 8.10% | 210,382 | $25.45M | Shares decreased 1.00%; reported value increased 7.31%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 7.70% | 211,429 | $25.08M | Shares increased 0.50%; reported value decreased 1.49%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 7.64% | 213,371 | $27.35M | Shares increased 0.92%; reported value increased 9.09%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 7.40% | 211,906 | $27.04M | Shares decreased 0.69%; reported value decreased 1.16%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 7.78% | 209,387 | $27.00M | Shares decreased 1.19%; reported value decreased 0.13%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 7.71% | 221,680 | $29.55M | Shares increased 5.87%; reported value increased 9.44%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 7.30% | 214,561 | $30.24M | Shares decreased 3.21%; reported value increased 2.34%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 7.28% | 214,265 | $30.75M | Shares decreased 0.14%; reported value increased 1.68%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 7.63% | 210,147 | $31.12M | Shares decreased 1.92%; reported value increased 1.21%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 6.43% | 187,171 | $29.58M | Shares decreased 10.93%; reported value decreased 4.96%, and weight changed -1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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