Atria Wealth Solutions’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
2025 Q2	$17.1M	Sell	127,847 -222,004	-63%	-$28.1M	0.39%	50
2025 Q1	$45.1M	Sell	349,851 -31,326	-8%	-$4.1M	0.54%	27
2024 Q4	$48.6M	Buy	381,177 +12,711	+3%	+$1.66M	0.53%	28
2024 Q3	$47.2M	Buy	368,466 +2,426	+0.7%	+$299K	0.51%	32
2024 Q2	$43.4M	Buy	366,040 +34,417	+10%	+$4.08M	0.48%	32
2024 Q1	$40.1M	Buy	331,623 +12,801	+4%	+$1.47M	0.45%	33
2023 Q4	$35.6M	Buy	318,822 +17,583	+6%	+$1.85M	0.45%	34
2023 Q3	$31.1M	Buy	301,239 +16,645	+6%	+$1.79M	0.44%	39
2023 Q2	$30.2M	Buy	284,594 +9,400	+3%	+$986K	0.41%	37
2023 Q1	$29M	Sell	275,194 -68,661	-20%	-$7.38M	0.43%	40
2022 Q4	$37.2M	Buy	343,855 +1,231	+0.4%	+$131K	0.6%	23
2022 Q3	$32.5M	Buy	342,624 +27,118	+9%	+$2.82M	0.56%	27
2022 Q2	$32.1M	Buy	315,506 +4,276	+1%	+$463K	0.64%	25
2022 Q1	$34.9M	Buy	+311,230	New	+$34.7M	0.58%	25