Kapstone Financial 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
2026 Q1	$4.37M	Buy	29,489 +94	+0.3%	+$14.1K	2.14%	8
2025 Q4	$4.22M	Sell	29,395 -1,026	-3%	-$146K	2.1%	11
2025 Q3	$4.29M	Sell	30,421 -987	-3%	-$136K	2.02%	10
2025 Q2	$4.19M	Sell	31,408 -253	-0.8%	-$32.1K	2.09%	10
2025 Q1	$4.08M	Sell	31,661 -151	-0.5%	-$19.8K	2.31%	7
2024 Q4	$4.2M	Hold	31,812	–	–	2.24%	8
2024 Q3	$4.06M	Sell	31,812 -457	-1%	-$56.4K	2.46%	8
2024 Q2	$3.83M	Sell	32,269 -551	-2%	-$65.3K	2.51%	8
2024 Q1	$3.97M	Buy	32,820 +739	+2%	+$84.7K	2.7%	7
2023 Q4	$3.63M	Buy	32,081 +634	+2%	+$66.6K	2.84%	7
2023 Q3	$3.25M	Hold	31,447	–	–	2.93%	5
2023 Q2	$3.46M	Sell	31,447 -791	-2%	-$83K	2.87%	5
2023 Q1	$3.45M	Buy	32,238 +10	+0%	+$1.08K	3.11%	5
2022 Q4	$3.57M	Buy	+32,228	New	+$3.43M	3.25%	5