CFS Investment Advisory Services’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	$449K	Sell	2,892 -215	-7%	-$32.3K	0.03%	260
2025 Q4	$446K	Sell	3,107 -1,342	-30%	-$191K	0.03%	247
2025 Q3	$630K	Buy	4,449 +8	+0.2%	+$1.1K	0.05%	213
2025 Q2	$592K	Buy	4,441 +8	+0.2%	+$1.01K	0.05%	215
2025 Q1	$572K	Buy	4,433 +1,266	+40%	+$166K	0.05%	209
2024 Q4	$404K	Hold	3,167	–	–	0.04%	228
2024 Q3	$406K	Hold	3,167	–	–	0.03%	220
2024 Q2	$376K	Buy	+3,167	New	+$376K	0.03%	201
2023 Q3	–	Sell	-3,882	Closed	-$412K	–	256
2023 Q2	$412K	Buy	+3,882	New	+$407K	0.05%	182
2022 Q3	–	Sell	-3,210	Closed	-$326K	–	365
2022 Q2	$326K	Sell	3,210 -358,498	-99%	-$38.8M	0.05%	184
2022 Q1	$143K	Buy	361,708 +358,498	+11,168%	+$40M	0.62%	30
2021 Q4	$358K	Buy	+3,210	New	+$349K	0.05%	185
2021 Q3	–	Sell	-71,501	Closed	-$7.49M	–	215
2021 Q2	$7.49M	Buy	+71,501	New	+$7.51M	6.83%	6