Optivise Advisory Services’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	$597K	Buy	4,481 +483	+12%	+$64.4K	0.31%	85
2025 Q1	$516K	Sell	3,998 -62	-2%	-$8K	0.29%	82
2024 Q4	$518K	Buy	4,060 +298	+8%	+$38K	0.28%	86
2024 Q3	$482K	Sell	3,762 -2	-0.1%	-$256	0.25%	81
2024 Q2	$446K	Buy	+3,764	New	+$446K	0.24%	90