Beam Wealth Advisors’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
2024 Q2	–	Sell	-2,862	Closed	-$346K	–	159
2024 Q1	$346K	Buy	2,862 +13	+0.5%	+$1.49K	0.21%	78
2023 Q4	$318K	Buy	2,849 +389	+16%	+$40.9K	0.2%	75
2023 Q3	$254K	Buy	2,460 +18	+0.7%	+$1.93K	0.18%	83
2023 Q2	$259K	Buy	2,442 +21	+0.9%	+$2.2K	0.18%	86
2023 Q1	$255K	Buy	2,421 +17	+0.7%	+$1.83K	0.26%	82
2022 Q4	$260K	Buy	2,404 +246	+11%	+$26.2K	0.27%	80
2022 Q3	$205K	Buy	2,158 +17	+0.8%	+$1.77K	0.23%	96
2022 Q2	$218K	Buy	2,141 +58	+3%	+$6.29K	0.24%	95
2022 Q1	$234K	Sell	2,083 -1,192	-36%	-$133K	0.27%	79
2021 Q4	$367K	Buy	3,275 +1,246	+61%	+$136K	0.42%	59
2021 Q3	$210K	Buy	2,029 +15	+0.7%	+$1.59K	0.18%	134
2021 Q2	$211K	Buy	+2,014	New	+$211K	0.18%	127