Burt 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
2021 Q4	–	Sell	-3,472	Closed	-$359K	–	102
2021 Q3	$359K	Buy	3,472 +235	+7%	+$24.8K	0.11%	67
2021 Q2	$339K	Hold	3,237	–	–	0.12%	64
2021 Q1	$327K	Hold	3,237	–	–	0.12%	67
2020 Q4	$296K	Hold	3,237	–	–	0.1%	70
2020 Q3	$262K	Hold	3,237	–	–	0.1%	67
2020 Q2	$255K	Hold	3,237	–	–	0.1%	68
2020 Q1	$229K	Buy	3,237 +1,360	+72%	+$117K	0.1%	68
2019 Q4	$176K	Sell	1,877 -75	-4%	-$6.8K	0.07%	87
2019 Q3	$173K	Sell	1,952 -75	-4%	-$6.56K	0.07%	92
2019 Q2	$177K	Hold	2,027	–	–	0.08%	91
2019 Q1	$174K	Hold	2,027	–	–	0.08%	92
2018 Q4	$158K	Buy	2,027 +150	+8%	+$12.5K	0.07%	92
2018 Q3	$163K	Hold	1,877	–	–	0.07%	98
2018 Q2	$156K	Hold	1,877	–	–	0.07%	96
2018 Q1	$155K	Hold	1,877	–	–	0.08%	95
2017 Q4	$161K	Hold	1,877	–	–	0.1%	93
2017 Q3	$152K	Hold	1,877	–	–	0.1%	90
2017 Q2	$146K	Hold	1,877	–	–	0.1%	90
2017 Q1	$146K	Hold	1,877	–	–	0.11%	82
2016 Q4	$142K	Hold	1,877	–	–	0.13%	89
2016 Q3	$135K	Hold	1,877	–	–	0.14%	82
2016 Q2	$134K	Hold	1,877	–	–	0.15%	77
2016 Q1	$130K	Hold	1,877	–	–	0.12%	88
2015 Q4	$125K	Buy	1,877 +871	+87%	+$58.4K	0.1%	86
2015 Q3	$63K	Sell	1,006 -1,006	-50%	-$66.2K	0.08%	120
2015 Q2	$137K	Buy	2,012 +1,006	+100%	+$69.8K	0.15%	80
2015 Q1	$69K	Hold	1,006	–	–	0.07%	119
2014 Q4	$69K	Buy	+1,006	New	+$68.3K	0.07%	119