PBMares 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
2025 Q3	$369K	Sell	2,615 -686	-21%	-$94.3K	0.06%	135
2025 Q2	$440K	Buy	3,301 +2	+0.1%	+$253	0.08%	113
2025 Q1	$425K	Sell	3,299 -209	-6%	-$27.4K	0.09%	118
2024 Q4	$448K	Buy	3,508 +133	+4%	+$17.3K	0.09%	117
2024 Q3	$433K	Buy	3,375 +1	+0%	+$123	0.09%	119
2024 Q2	$400K	Buy	3,374 +3	+0.1%	+$356	0.1%	119
2024 Q1	$408K	Sell	3,371 -299	-8%	-$34.3K	0.11%	118
2023 Q4	$410K	Buy	3,670 +1,233	+51%	+$130K	0.12%	120
2023 Q3	$252K	Buy	2,437 +2	+0.1%	+$215	0.09%	141
2023 Q2	$258K	Sell	2,435 -1	-0%	-$105	0.09%	143
2023 Q1	$257K	Buy	2,436 +2	+0.1%	+$215	0.1%	143
2022 Q4	$263K	Buy	+2,434	New	+$259K	0.11%	133
2022 Q3	–	Sell	-2,030	Closed	-$206K	–	162
2022 Q2	$206K	Buy	+2,030	New	+$220K	0.09%	150