Kathryn A. Hall’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
2021 Q3	–	Sell	-5,335	Closed	-$559K	–	56
2021 Q2	$559K	Sell	5,335 -1,227	-19%	-$129K	0.18%	47
2021 Q1	$663K	Hold	6,562	–	–	0.22%	45
2020 Q4	$600K	Sell	6,562 -11,957	-65%	-$1.04M	0.21%	48
2020 Q3	$1.5M	Buy	18,519 +3,741	+25%	+$306K	0.71%	22
2020 Q2	$1.16M	Hold	14,778	–	–	0.67%	24
2020 Q1	$1.05M	Buy	+14,778	New	+$1.27M	0.87%	18
2016 Q3	–	Sell	-45,228	Closed	-$3.23M	–	5
2016 Q2	$3.23M	Hold	45,228	–	–	4.25%	2
2016 Q1	$3.12M	Hold	45,228	–	–	3.01%	2
2015 Q4	$3.02M	Hold	45,228	–	–	2.77%	3
2015 Q3	$2.83M	Hold	45,228	–	–	2.79%	2
2015 Q2	$3.04M	Hold	45,228	–	–	1.58%	6
2015 Q1	$3.09M	Hold	45,228	–	–	1.07%	8
2014 Q4	$3.11M	Hold	45,228	–	–	0.86%	10
2014 Q3	$3M	Buy	+45,228	New	+$3.02M	0.78%	10