Phoenix Financial’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 Q2	–	Sell	-18,134	Closed	-$2.34M	–	453
2025 Q1	$2.34M	Hold	18,134	–	–	0.04%	170
2024 Q4	$2.31M	Sell	18,134 -14,140	-44%	-$1.84M	0.03%	179
2024 Q3	$4.14M	Sell	32,274 -9,400	-23%	-$1.16M	0.06%	147
2024 Q2	$4.94M	Hold	41,674	–	–	0.08%	140
2024 Q1	$5.04M	Hold	41,674	–	–	0.07%	137
2023 Q4	$4.65M	Hold	41,674	–	–	0.08%	120
2023 Q3	$4.31M	Hold	41,674	–	–	0.08%	116
2023 Q2	$4.42M	Sell	41,674 -22,226	-35%	-$2.33M	0.09%	100
2023 Q1	$6.74M	Sell	63,900 -23,774	-27%	-$2.56M	0.15%	71
2022 Q4	$9.49M	Hold	87,674	–	–	0.18%	66
2022 Q3	$8.34M	Buy	87,674 +28,190	+47%	+$2.93M	0.18%	75
2022 Q2	$6.05M	Buy	+59,484	New	+$6.45M	0.13%	103