Principia Wealth Advisory’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
$321K Buy
2,411
+372
+18% +$49.6K 0.27% 44
2025
Q1
$250K Buy
2,039
+1,253
+159% +$154K 0.24% 42
2024
Q4
$100K Buy
+786
New +$100K 0.09% 65