Gateway Wealth Partners’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	$18.1M	Buy	122,539 +110,973	+959%	+$16.7M	0.71%	27
2025 Q4	$1.66M	Buy	11,566 +564	+5%	+$80.2K	0.18%	133
2025 Q3	$1.55M	Buy	11,002 +3,073	+39%	+$422K	0.21%	115
2025 Q2	$1.06M	Sell	7,929 -684	-8%	-$86.7K	0.2%	112
2025 Q1	$1.11M	Sell	8,613 -175	-2%	-$22.9K	0.25%	101
2024 Q4	$1.12M	Buy	8,788 +37	+0.4%	+$4.83K	0.29%	88
2024 Q3	$1.12M	Sell	8,751 -119	-1%	-$14.7K	0.31%	81
2024 Q2	$1.05M	Sell	8,870 -102	-1%	-$12.1K	0.32%	79
2024 Q1	$1.09M	Sell	8,972 -4,214	-32%	-$483K	0.39%	68
2023 Q4	$1.47M	Sell	13,186 -201,024	-94%	-$21.1M	0.59%	43
2023 Q3	$22.1M	Buy	214,210 +15,345	+8%	+$1.65M	3.99%	5
2023 Q2	$21.1M	Buy	198,865 +19,927	+11%	+$2.09M	3.77%	5
2023 Q1	$18.9M	Buy	178,938 +44,040	+33%	+$4.74M	2.9%	10
2022 Q4	$14.6M	Buy	+134,898	New	+$14.4M	2.51%	10