Clearview 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
2025 Q4	$417K	Buy	2,902 +352	+14%	+$50.1K	0.26%	68
2025 Q3	$359K	Hold	2,550	–	–	0.23%	78
2025 Q2	$340K	Sell	2,550 -46	-2%	-$5.83K	0.24%	82
2025 Q1	$335K	Sell	2,596 -50	-2%	-$6.54K	0.25%	75
2024 Q4	$338K	Buy	2,646 +228	+9%	+$29.7K	0.26%	71
2024 Q3	$310K	Sell	2,418 -429	-15%	-$53K	0.24%	77
2024 Q2	$338K	Sell	2,847 -22	-0.8%	-$2.61K	0.29%	67
2024 Q1	$347K	Sell	2,869 -1,721	-37%	-$197K	0.35%	71
2023 Q4	$512K	Sell	4,590 -130	-3%	-$13.7K	0.6%	55
2023 Q3	$488K	Sell	4,720 -515	-10%	-$55.3K	0.6%	61
2023 Q2	$555K	Sell	5,235 -157	-3%	-$16.5K	0.56%	55
2023 Q1	$569K	Sell	5,392 -20,562	-79%	-$2.21M	0.58%	53
2022 Q4	$2.81M	Buy	25,954 +24,922	+2,415%	+$2.65M	2.17%	9
2022 Q3	$98K	Sell	1,032 -20	-2%	-$2.08K	0.08%	117
2022 Q2	$107K	Sell	1,052 -172	-14%	-$18.6K	0.08%	118
2022 Q1	$137K	Sell	1,224 -43	-3%	-$4.8K	0.09%	106
2021 Q4	$142K	Sell	1,267 -2,067	-62%	-$225K	0.09%	128
2021 Q3	$345K	Sell	3,334 -7,357	-69%	-$778K	0.22%	87
2021 Q2	$1.12M	Buy	10,691 +6,213	+139%	+$652K	0.69%	34
2021 Q1	$453K	Buy	4,478 +4,468	+44,680%	+$431K	0.29%	67
2020 Q4	$1K	Buy	+10	New	+$869	﹤0.01%	555