Avantra Family Wealth’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 Q2	–	Sell	-1,559	Closed	-$201K	–	164
2025 Q1	$201K	Sell	1,559 -752	-33%	-$97K	0.19%	147
2024 Q4	$295K	Buy	+2,311	New	+$295K	0.28%	119