Delap Wealth Advisory’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
Sell
-2,076
Closed -$268K 88
2025
Q1
$268K Buy
+2,076
New +$268K 0.15% 68
2024
Q1
Sell
-1,890
Closed -$211K 273
2023
Q4
$211K Buy
+1,890
New +$211K 0.1% 90