Personal CFO Solutions’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
2024 Q4	–	Sell	-37,068	Closed	-$4.75M	–	619
2024 Q3	$4.75M	Buy	37,068 +56	+0.2%	+$6.91K	0.66%	28
2024 Q2	$4.39M	Buy	37,012 +187	+0.5%	+$22.2K	0.67%	29
2024 Q1	$4.46M	Sell	36,825 -239	-0.6%	-$27.4K	0.7%	27
2023 Q4	$4.14M	Buy	37,064 +107	+0.3%	+$11.2K	0.72%	28
2023 Q3	$3.82M	Buy	36,957 +92	+0.2%	+$9.87K	0.75%	26
2023 Q2	$3.91M	Buy	36,865 +130	+0.4%	+$13.6K	0.79%	25
2023 Q1	$3.88M	Buy	36,735 +872	+2%	+$93.8K	0.8%	24
2022 Q4	$3.88M	Buy	35,863 +357	+1%	+$38K	0.82%	26
2022 Q3	$3.37M	Buy	35,506 +3,125	+10%	+$325K	0.85%	27
2022 Q2	$3.29M	Buy	32,381 +4,416	+16%	+$479K	0.77%	30
2022 Q1	$3.14M	Buy	27,965 +3,560	+15%	+$397K	0.62%	34
2021 Q4	$2.74M	Sell	24,405 -481	-2%	-$52.3K	0.51%	36
2021 Q3	$2.57M	Buy	24,886 +315	+1%	+$33.3K	0.53%	31
2021 Q2	$2.57M	Buy	24,571 +136	+0.6%	+$14.3K	0.53%	32
2021 Q1	$2.47M	Sell	24,435 -39	-0.2%	-$3.76K	0.53%	35
2020 Q4	$2.24M	Buy	24,474 +135	+0.6%	+$11.7K	0.55%	38
2020 Q3	$2K	Buy	24,339 +2,534	+12%	+$208K	0.67%	48
2020 Q2	$1.72M	Sell	21,805 -15,415	-41%	-$1.2M	0.51%	45
2020 Q1	$2.63M	Buy	37,220 +1,813	+5%	+$156K	0.95%	25
2019 Q4	$3.34M	Buy	35,407 +14,851	+72%	+$1.35M	0.96%	19
2019 Q3	$1.82M	Buy	+20,556	New	+$1.8M	0.73%	21