Retirement Income 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
2026 Q1	$521K	Buy	3,518 +74	+2%	+$11.1K	0.09%	92
2025 Q4	$494K	Hold	3,444	–	–	0.08%	92
2025 Q3	$485K	Hold	3,444	–	–	0.08%	94
2025 Q2	$459K	Hold	3,444	–	–	0.08%	89
2025 Q1	$444K	Hold	3,444	–	–	0.09%	80
2024 Q4	$439K	Sell	3,444 -413	-11%	-$53.9K	0.09%	81
2024 Q3	$494K	Hold	3,857	–	–	0.11%	73
2024 Q2	$457K	Sell	3,857 -720	-16%	-$85.4K	0.11%	77
2024 Q1	$554K	Buy	4,577 +266	+6%	+$30.5K	0.13%	74
2023 Q4	$481K	Sell	4,311 -770	-15%	-$80.9K	0.12%	77
2023 Q3	$525K	Hold	5,081	–	–	0.15%	68
2023 Q2	$539K	Sell	5,081 -92	-2%	-$9.65K	0.14%	70
2023 Q1	$546K	Sell	5,173 -5,359	-51%	-$576K	0.16%	70
2022 Q4	$1.14M	Buy	10,532 +7,747	+278%	+$824K	0.36%	36
2022 Q3	$268K	Buy	2,785 +552	+25%	+$57.4K	0.1%	90
2022 Q2	$227K	Hold	2,233	–	–	0.08%	101
2022 Q1	$251K	Hold	2,233	–	–	0.07%	101
2021 Q4	$250K	Buy	+2,233	New	+$243K	0.07%	102