Goldstone Financial 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
2026 Q1	$9.76M	Sell	65,888 -1,729	-3%	-$260K	1.06%	24
2025 Q4	$9.7M	Buy	67,617 +4,082	+6%	+$581K	1.08%	28
2025 Q3	$8.96M	Buy	63,535 +3,980	+7%	+$547K	1.06%	30
2025 Q2	$8.09M	Buy	59,555 +2,977	+5%	+$377K	1.07%	29
2025 Q1	$7.3M	Buy	56,578 +3,799	+7%	+$497K	1.1%	28
2024 Q4	$6.73M	Buy	52,779 +3,585	+7%	+$467K	1.06%	29
2024 Q3	$6.31M	Buy	49,194 +3,729	+8%	+$460K	1.1%	28
2024 Q2	$5.39M	Buy	45,465 +2,218	+5%	+$263K	1.08%	26
2024 Q1	$5.23M	Sell	43,247 -597	-1%	-$68.4K	1.2%	22
2023 Q4	$4.89M	Sell	43,844 -48,572	-53%	-$5.1M	1.26%	21
2023 Q3	$9.55M	Buy	92,416 +2,881	+3%	+$309K	2.83%	9
2023 Q2	$9.5M	Buy	89,535 +24,995	+39%	+$2.62M	2.79%	10
2023 Q1	$6.81M	Buy	+64,540	New	+$6.94M	2.24%	11