Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-136	Closed	-$16.5K	–	235
2024 Q1	$16.5K	Hold	136	–	–	0.01%	155
2023 Q4	$15.2K	Hold	136	–	–	0.01%	155
2023 Q3	$14.1K	Hold	136	–	–	0.01%	135
2023 Q2	$14.4K	Hold	136	–	–	0.01%	133
2023 Q1	$14.3K	Hold	136	–	–	0.01%	129
2022 Q4	$14.7K	Hold	136	–	–	0.01%	137
2022 Q3	$13K	Hold	136	–	–	0.01%	129
2022 Q2	$14K	Hold	136	–	–	0.01%	128
2022 Q1	$15K	Hold	136	–	–	0.01%	131
2021 Q4	$15K	Hold	136	–	–	0.01%	141
2021 Q3	$14K	Hold	136	–	–	0.01%	126
2021 Q2	$14K	Hold	136	–	–	0.01%	117
2021 Q1	$14K	Hold	136	–	–	0.01%	106
2020 Q4	$12K	Hold	136	–	–	0.01%	112
2020 Q3	$11K	Buy	+136	New	+$11.1K	0.01%	100