New England Private Wealth 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	$3.94M	Buy	26,618 +133	+0.5%	+$20K	0.46%	55
2025 Q4	$3.8M	Sell	26,485 -133	-0.5%	-$18.9K	0.47%	53
2025 Q3	$3.75M	Buy	26,618 +8,561	+47%	+$1.18M	0.49%	51
2025 Q2	$2.45M	Sell	18,057 -178	-1%	-$22.6K	0.36%	57
2025 Q1	$2.35M	Buy	18,235 +116	+0.6%	+$15.2K	0.36%	56
2024 Q4	$2.32M	Buy	18,119 +3,704	+26%	+$483K	0.37%	54
2024 Q3	$1.85M	Buy	14,415 +325	+2%	+$40.1K	0.3%	59
2024 Q2	$1.68M	Buy	14,090 +60	+0.4%	+$7.12K	0.29%	60
2024 Q1	$1.69M	Sell	14,030 -1,235	-8%	-$141K	0.3%	56
2023 Q4	$1.7M	Sell	15,265 -1,089	-7%	-$114K	0.31%	54
2023 Q3	$1.69M	Sell	16,354 -4,029	-20%	-$432K	0.35%	52
2023 Q2	$2.16M	Sell	20,383 -57,238	-74%	-$6M	0.44%	46
2023 Q1	$8.19M	Sell	77,621 -687	-0.9%	-$73.9K	1.66%	17
2022 Q4	$8.47M	Buy	78,308 +23,676	+43%	+$2.52M	1.8%	17
2022 Q3	$5.19M	Buy	54,632 +6,177	+13%	+$642K	1.22%	23
2022 Q2	$5.44M	Sell	48,455 -2	-0%	-$217	0.99%	27
2022 Q1	$5.44M	Sell	48,457 -86,040	-64%	-$9.6M	0.99%	27
2021 Q4	$4.81M	Buy	134,497 +90,928	+209%	+$9.89M	0.84%	28
2021 Q3	$4.5M	Buy	43,569 +105	+0.2%	+$11.1K	0.84%	27
2021 Q2	$4.55M	Buy	43,464 +3,044	+8%	+$320K	0.87%	26
2021 Q1	$4.08M	Buy	+40,420	New	+$3.9M	0.7%	33