Cypress Point Wealth Management’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	$1.57M	Buy	10,600 +193	+2%	+$29K	0.34%	42
2025 Q4	$1.49M	Hold	10,407	–	–	0.33%	39
2025 Q3	$1.47M	Hold	10,407	–	–	0.3%	38
2025 Q2	$1.39M	Hold	10,407	–	–	0.34%	38
2025 Q1	$1.34M	Sell	10,407 -375	-3%	-$49.1K	0.43%	36
2024 Q4	$1.38M	Hold	10,782	–	–	0.43%	37
2024 Q3	$1.38M	Sell	10,782 -1,190	-10%	-$147K	0.54%	38
2024 Q2	$1.42M	Hold	11,972	–	–	0.67%	36
2024 Q1	$1.45M	Sell	11,972 -5,110	-30%	-$585K	0.74%	33
2023 Q4	$1.91M	Sell	17,082 -3,345	-16%	-$351K	1.42%	22
2023 Q3	$2.11M	Sell	20,427 -3,000	-13%	-$322K	1.85%	16
2023 Q2	$2.48M	Sell	23,427 -5,000	-18%	-$524K	2.65%	9
2023 Q1	$3M	Sell	28,427 -855	-3%	-$92K	4.23%	7
2022 Q4	$3.17M	Buy	29,282 +6,300	+27%	+$670K	4.97%	6
2022 Q3	$2.18M	Hold	22,982	–	–	4.05%	6
2022 Q2	$2.34M	Hold	22,982	–	–	4.1%	6
2022 Q1	$2.58M	Hold	22,982	–	–	2.62%	15
2021 Q4	$2.58M	Hold	22,982	–	–	2.39%	9
2021 Q3	$2.38M	Hold	22,982	–	–	1.69%	11
2021 Q2	$2.41M	Sell	22,982 -159	-0.7%	-$16.7K	1.71%	10
2021 Q1	$2.34M	Buy	23,141 +13,600	+143%	+$1.31M	2.43%	7
2020 Q4	$873K	Buy	+9,541	New	+$829K	1.33%	22