McGlone Suttner 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
2026 Q1	$5.78M	Buy	39,029 +161	+0.4%	+$24.2K	0.77%	20
2025 Q4	$5.58M	Sell	38,868 -1,139	-3%	-$162K	0.75%	20
2025 Q3	$5.64M	Buy	40,007 +19	+0%	+$2.61K	0.79%	19
2025 Q2	$5.33M	Sell	39,988 -631	-2%	-$79.9K	0.8%	17
2025 Q1	$5.24M	Sell	40,619 -1,051	-3%	-$138K	0.86%	17
2024 Q4	$5.32M	Buy	41,670 +4,865	+13%	+$634K	0.89%	18
2024 Q3	$4.72M	Sell	36,805 -8,753	-19%	-$1.08M	0.98%	16
2024 Q2	$5.09M	Buy	45,558 +1,900	+4%	+$225K	1.04%	15
2024 Q1	$5.28M	Sell	43,658 -1,900	-4%	-$218K	0.99%	16
2023 Q4	$5.09M	Sell	45,558 -275	-0.6%	-$28.9K	1.01%	15
2023 Q3	$4.74M	Sell	45,833 -6,505	-12%	-$698K	1.1%	14
2023 Q2	$5.55M	Sell	52,338 -647	-1%	-$67.9K	1.27%	13
2023 Q1	$5.59M	Buy	52,985 +34	+0.1%	+$3.66K	1.44%	12
2022 Q4	$5.73M	Buy	+52,951	New	+$5.63M	1.82%	11