Concord Wealth Partners’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	$1.16M	Sell	7,835 -155	-2%	-$23.3K	0.15%	120
2025 Q4	$1.15M	Buy	7,990 +148	+2%	+$21K	0.15%	120
2025 Q3	$1.11M	Sell	7,842 -431	-5%	-$59.2K	0.15%	125
2025 Q2	$1.1M	Buy	8,273 +2,797	+51%	+$354K	0.16%	124
2025 Q1	$706K	Buy	5,476 +1,174	+27%	+$154K	0.12%	136
2024 Q4	$549K	Buy	4,302 +357	+9%	+$46.6K	0.09%	137
2024 Q3	$506K	Sell	3,945 -193	-5%	-$23.8K	0.08%	134
2024 Q2	$491K	Buy	4,138 +554	+15%	+$65.7K	0.09%	140
2024 Q1	$434K	Buy	3,584 +2,506	+232%	+$287K	0.08%	154
2023 Q4	$120K	Buy	1,078 +10	+0.9%	+$1.05K	0.02%	260
2023 Q3	$110K	Buy	1,068 +8	+0.8%	+$858	0.02%	272
2023 Q2	$112K	Buy	1,060 +9	+0.9%	+$944	0.02%	263
2023 Q1	$111K	Buy	1,051 +57	+6%	+$6.13K	0.03%	239
2022 Q4	$108K	Buy	+994	New	+$106K	0.03%	236
2022 Q3	–	Sell	-695	Closed	-$71K	–	1145
2022 Q2	$71K	Buy	695 +6	+0.9%	+$650	0.02%	315
2022 Q1	$77K	Sell	689 -26	-4%	-$2.9K	0.02%	346
2021 Q4	$80K	Buy	+715	New	+$77.8K	0.02%	344