Advisor OS’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
2026 Q1	$3.81M	Sell	25,738 -2,501	-9%	-$376K	0.28%	60
2025 Q4	$4.05M	Sell	28,239 -3,093	-10%	-$440K	0.33%	51
2025 Q3	$4.42M	Buy	31,332 +503	+2%	+$69.1K	0.38%	38
2025 Q2	$4.11M	Buy	30,829 +702	+2%	+$88.9K	0.4%	37
2025 Q1	$3.89M	Buy	30,127 +3,779	+14%	+$495K	0.44%	37
2024 Q4	$3.36M	Buy	26,348 +357	+1%	+$46.6K	0.39%	43
2024 Q3	$3.33M	Buy	25,991 +48	+0.2%	+$5.93K	0.33%	51
2024 Q2	$3.08M	Buy	25,943 +140	+0.5%	+$16.6K	0.34%	52
2024 Q1	$3.12M	Buy	25,803 +2,914	+13%	+$334K	0.36%	51
2023 Q4	$2.56M	Sell	22,889 -1,976	-8%	-$208K	0.33%	46
2023 Q3	$2.57M	Buy	24,865 +341	+1%	+$36.6K	0.39%	46
2023 Q2	$2.6M	Buy	24,524 +7,166	+41%	+$752K	0.43%	46
2023 Q1	$1.83M	Buy	+17,358	New	+$1.87M	0.44%	55