Luminvest Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy	9,205 +128	+1%	+$17.1K	0.44%	19
2025 Q1	$1.17M	Buy	9,077 +23	+0.3%	+$2.97K	0.48%	16
2024 Q4	$1.16M	Buy	9,054 +3	+0%	+$383	0.47%	16
2024 Q3	$1.16M	Buy	9,051 +5,938	+191%	+$762K	0.48%	16
2024 Q2	$374K	Buy	+3,113	New	+$374K	0.18%	25