Portside Wealth Group, LLC's ownership history for VYM

Portside Wealth Group, LLC currently holds 2.4K shares with a market value of $339.4K. It started holding VYM on 2024-09-30. At its peak, it held 3.6K shares on 2025-03-31. Its highest holding value was $455.5K on 2025-03-31. At its lowest, it held 2.4K shares on 2025-09-30, with a value of $324.2K on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 1.2K. In the recent year, Portside Wealth Group, LLC has decreased its shares by 188.