Beaumont Financial 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
2026 Q1	$978K	Buy	6,603 +1	+0%	+$150	0.07%	164
2025 Q4	$947K	Sell	6,602 -138	-2%	-$19.6K	0.06%	164
2025 Q3	$950K	Sell	6,740 -473	-7%	-$65K	0.06%	164
2025 Q2	$962K	Sell	7,213 -397	-5%	-$50.3K	0.07%	153
2025 Q1	$981K	Sell	7,610 -259	-3%	-$33.9K	0.08%	151
2024 Q4	$1M	Sell	7,869 -223	-3%	-$29.1K	0.08%	150
2024 Q3	$1.04M	Buy	8,092 +177	+2%	+$21.9K	0.08%	141
2024 Q2	$939K	Sell	7,915 -149	-2%	-$17.7K	0.08%	151
2024 Q1	$976K	Sell	8,064 -250	-3%	-$28.6K	0.08%	149
2023 Q4	$928K	Sell	8,314 -279	-3%	-$29.3K	0.08%	141
2023 Q3	$888K	Buy	8,593 +3	+0%	+$322	0.09%	131
2023 Q2	$911K	Sell	8,590 -93	-1%	-$9.76K	0.08%	145
2023 Q1	$916K	Sell	8,683 -23	-0.3%	-$2.47K	0.09%	129
2022 Q4	$942K	Buy	+8,706	New	+$926K	0.09%	131