Liberty Wealth Management’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
2023 Q3	–	Sell	-1,983	Closed	-$210K	–	196
2023 Q2	$210K	Sell	1,983 -6,772	-77%	-$710K	0.05%	179
2023 Q1	$904K	Buy	+8,755	New	+$942K	0.19%	78
2021 Q4	–	Sell	-1,064	Closed	-$110K	–	1093
2021 Q3	$110K	Sell	1,064 -7	-0.7%	-$740	0.04%	274
2021 Q2	$112K	Sell	1,071 -25	-2%	-$2.63K	0.04%	204
2021 Q1	$100K	Hold	1,096	–	–	0.05%	181
2020 Q4	$100K	Sell	1,096 -144	-12%	-$12.5K	0.05%	179
2020 Q3	$100K	Sell	1,240 -148	-11%	-$12.1K	0.06%	159
2020 Q2	$109K	Buy	1,388 +47	+4%	+$3.65K	0.08%	139
2020 Q1	$95K	Sell	1,341 -700	-34%	-$60.1K	0.08%	146
2019 Q4	$191K	Buy	2,041 +12	+0.6%	+$1.09K	0.15%	105
2019 Q3	$180K	Buy	2,029 +411	+25%	+$36K	0.17%	101
2019 Q2	$141K	Buy	1,618 +83	+5%	+$7.18K	0.12%	134
2019 Q1	$131K	Buy	1,535 +124	+9%	+$10.4K	0.1%	115
2018 Q4	$110K	Buy	+1,411	New	+$118K	0.08%	122