Executive Wealth Group’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 Q1	$34M	Buy	292,300 +194,672	+199%	+$22.3M	7.08%	4
2023 Q4	$10.9M	Sell	97,628 -1,419	-1%	-$149K	6.93%	4
2023 Q3	$10.2M	Buy	99,047 +498	+0.5%	+$53.4K	7.27%	4
2023 Q2	$10.5M	Buy	98,549 +486	+0.5%	+$51K	7.06%	4
2023 Q1	$10.3M	Sell	98,063 -38	-0%	-$4.09K	7.33%	4
2022 Q4	$10.6M	Buy	98,101 +887	+0.9%	+$94.4K	8.11%	4
2022 Q3	$9.22M	Buy	97,214 +448	+0.5%	+$46.6K	7.92%	4
2022 Q2	$9.84M	Sell	96,766 -293	-0.3%	-$31.8K	7.62%	4
2022 Q1	$10.9M	Buy	97,059 +2,794	+3%	+$312K	7.14%	4
2021 Q4	$10.6M	Buy	94,265 +414	+0.4%	+$45K	6.53%	5
2021 Q3	$9.7M	Sell	93,851 -2,907	-3%	-$307K	5.93%	6
2021 Q2	$10.1M	Buy	96,758 +341	+0.4%	+$35.8K	6%	6
2021 Q1	$9.75M	Buy	96,417 +3,552	+4%	+$343K	6%	6
2020 Q4	$8.5M	Sell	92,865 -1,070	-1%	-$93K	5.74%	6
2020 Q3	$7.6M	Buy	93,935 +602	+0.6%	+$49.3K	5.84%	5
2020 Q2	$7.35M	Sell	93,333 -1,187	-1%	-$92.3K	5.88%	5
2020 Q1	$6.69M	Buy	94,520 +116	+0.1%	+$9.97K	6.41%	5
2019 Q4	$8.85M	Sell	94,404 -878	-0.9%	-$79.6K	6.7%	6
2019 Q3	$8.45M	Sell	95,282 -5,071	-5%	-$444K	6.77%	5
2019 Q2	$8.77M	Buy	100,353 +405	+0.4%	+$35K	6.72%	5
2019 Q1	$8.56M	Sell	99,948 -1,972	-2%	-$165K	6.67%	5
2018 Q4	$7.95M	Buy	101,920 +1,299	+1%	+$108K	7.5%	5
2018 Q3	$8.76M	Hold	100,621	–	–	7.26%	5
2018 Q2	$8.36M	Buy	100,621 +7,468	+8%	+$625K	7.44%	5
2018 Q1	$7.68M	Buy	93,153 +4,017	+5%	+$345K	6.62%	7
2017 Q4	$7.63M	Buy	+89,136	New	+$7.45M	6.82%	6