Forza 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	$4.25M	Sell	28,680 -801	-3%	-$120K	1.48%	18
2025 Q4	$4.23M	Sell	29,481 -100	-0.3%	-$14.2K	1.53%	19
2025 Q3	$4.17M	Sell	29,581 -90	-0.3%	-$12.4K	1.6%	17
2025 Q2	$3.96M	Buy	29,671 +6,373	+27%	+$807K	1.62%	16
2025 Q1	$3M	Sell	23,298 -268	-1%	-$35.1K	1.35%	22
2024 Q4	$3.01M	Sell	23,566 -72	-0.3%	-$9.39K	1.37%	20
2024 Q3	$3.03M	Buy	23,638 +301	+1%	+$37.2K	1.39%	20
2024 Q2	$2.77M	Sell	23,337 -1,063	-4%	-$126K	1.43%	19
2024 Q1	$2.95M	Sell	24,400 -980	-4%	-$112K	1.54%	16
2023 Q4	$2.83M	Buy	25,380 +3,640	+17%	+$382K	1.56%	15
2023 Q3	$2.25M	Hold	21,740	–	–	1.16%	22
2023 Q2	$2.31M	Sell	21,740 -1,200	-5%	-$126K	1.16%	21
2023 Q1	$2.42M	Buy	22,940 +8	+0%	+$860	1.25%	20
2022 Q4	$2.48M	Buy	+22,932	New	+$2.44M	1.65%	16