J.W. Coons Advisors’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
2025 Q2	$316K	Buy	2,373 +80	+3%	+$10.1K	0.07%	201
2025 Q1	$296K	Buy	2,293 +310	+16%	+$40.6K	0.08%	192
2024 Q4	$253K	Sell	1,983 -500	-20%	-$65.2K	0.07%	209
2024 Q3	$318K	Buy	2,483 +40	+2%	+$4.94K	0.08%	192
2024 Q2	$290K	Sell	2,443 -165	-6%	-$19.6K	0.07%	197
2024 Q1	$316K	Sell	2,608 -20	-0.8%	-$2.29K	0.07%	190
2023 Q4	$293K	Sell	2,628 -1,118	-30%	-$117K	0.08%	194
2023 Q3	$387K	Buy	3,746 +205	+6%	+$22K	0.11%	156
2023 Q2	$376K	Hold	3,541	–	–	0.1%	171
2023 Q1	$374K	Hold	3,541	–	–	0.11%	170
2022 Q4	$383K	Sell	3,541 -635	-15%	-$67.6K	0.11%	163
2022 Q3	$396K	Sell	4,176 -259	-6%	-$26.9K	0.15%	146
2022 Q2	$450K	Sell	4,435 -178	-4%	-$19.3K	0.16%	145
2022 Q1	$518K	Buy	4,613 +1	+0%	+$112	0.15%	142
2021 Q4	$517K	Buy	4,612 +183	+4%	+$19.9K	0.16%	146
2021 Q3	$458K	Sell	4,429 -254	-5%	-$26.9K	0.16%	148
2021 Q2	$490K	Buy	4,683 +2	+0%	+$210	0.17%	144
2021 Q1	$474K	Sell	4,681 -188	-4%	-$18.1K	0.17%	141
2020 Q4	$445K	Buy	4,869 +2	+0%	+$174	0.17%	136
2020 Q3	$393K	Sell	4,867 -1,478	-23%	-$121K	0.16%	136
2020 Q2	$503K	Buy	6,345 +3	+0%	+$233	0.22%	116
2020 Q1	$449K	Buy	+6,342	New	+$545K	0.24%	110