Charis Legacy Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$565K	Sell	4,237 -879	-17%	-$117K	0.93%	17
2025 Q1	$660K	Buy	5,116 +204	+4%	+$26.3K	1.25%	15
2024 Q4	$627K	Buy	+4,912	New	+$627K	1.28%	15