Brandywine Oak Private Wealth’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	$1.4M	Sell	9,434 -86	-0.9%	-$12.9K	0.12%	88
2025 Q4	$1.37M	Hold	9,520	–	–	0.11%	89
2025 Q3	$1.34M	Sell	9,520 -22	-0.2%	-$3.02K	0.12%	88
2025 Q2	$1.27M	Buy	9,542 +20	+0.2%	+$2.53K	0.12%	90
2025 Q1	$1.23M	Sell	9,522 -1,199	-11%	-$157K	0.12%	88
2024 Q4	$1.37M	Sell	10,721 -78	-0.7%	-$10.2K	0.13%	79
2024 Q3	$1.38M	Sell	10,799 -427	-4%	-$52.7K	0.13%	79
2024 Q2	$1.33M	Sell	11,226 -1,297	-10%	-$154K	0.14%	78
2024 Q1	$1.52M	Buy	12,523 +261	+2%	+$29.9K	0.16%	72
2023 Q4	$1.37M	Sell	12,262 -2,563	-17%	-$269K	0.15%	76
2023 Q3	$1.53M	Sell	14,825 -1,334	-8%	-$143K	0.18%	68
2023 Q2	$1.71M	Sell	16,159 -1,907	-11%	-$200K	0.19%	67
2023 Q1	$1.91M	Sell	18,066 -2,331	-11%	-$251K	0.22%	64
2022 Q4	$2.21M	Sell	20,397 -5,291	-21%	-$563K	0.27%	55
2022 Q3	$2.44M	Sell	25,688 -5,734	-18%	-$596K	0.33%	48
2022 Q2	$3.19M	Buy	31,422 +3,416	+12%	+$370K	0.41%	34
2022 Q1	$3.14M	Sell	28,006 -669	-2%	-$74.6K	0.36%	50
2021 Q4	$2.99M	Buy	28,675 +3,254	+13%	+$354K	0.33%	54
2021 Q3	$2.6M	Sell	25,421 -1,775	-7%	-$188K	0.3%	58
2021 Q2	$2.85M	Buy	27,196 +2,715	+11%	+$285K	0.33%	52
2021 Q1	$2.47M	Buy	24,481 +3,729	+18%	+$360K	0.36%	47
2020 Q4	$1.9M	Buy	20,752 +3,239	+18%	+$281K	0.29%	57
2020 Q3	$1.42M	Buy	17,513 +547	+3%	+$44.8K	0.24%	65
2020 Q2	$1.34M	Sell	16,966 -218	-1%	-$16.9K	0.24%	69
2020 Q1	$835K	Buy	17,184 +7,107	+71%	+$611K	0.17%	84
2019 Q4	$944K	Hold	10,077	–	–	0.17%	73
2019 Q3	$894K	Sell	10,077 -241	-2%	-$21.1K	0.17%	71
2019 Q2	$901K	Buy	10,318 +61	+0.6%	+$5.28K	0.18%	71
2019 Q1	$878K	Buy	10,257 +7,937	+342%	+$663K	0.18%	69
2018 Q4	$180K	Buy	+2,320	New	+$194K	0.04%	208