Authentikos Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,036
Closed -$387K 98
2024
Q4
$387K Sell
3,036
-537
-15% -$68.5K 0.38% 52
2024
Q3
$458K Buy
3,573
+263
+8% +$33.7K 0.44% 50
2024
Q2
$393K Sell
3,310
-34
-1% -$4.03K 0.38% 31
2024
Q1
$405K Sell
3,344
-37
-1% -$4.48K 0.41% 46
2023
Q4
$377K Sell
3,381
-520
-13% -$58K 0.4% 46
2023
Q3
$403K Sell
3,901
-185
-5% -$19.1K 0.39% 46
2023
Q2
$433K Sell
4,086
-24
-0.6% -$2.55K 0.41% 46
2023
Q1
$445K Buy
+4,110
New +$445K 0.45% 42