SageView Advisory Group’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 Q4	$3.74M	Sell	26,026 -6,007	-19%	-$854K	0.13%	99
2025 Q3	$4.52M	Sell	32,033 -3,675	-10%	-$505K	0.16%	83
2025 Q2	$4.86M	Sell	35,708 -1,821	-5%	-$231K	0.18%	59
2025 Q1	$4.84M	Buy	37,529 +2,392	+7%	+$313K	0.21%	55
2024 Q4	$4.48M	Buy	35,137 +211	+0.6%	+$27.5K	0.19%	66
2024 Q3	$4.48M	Sell	34,926 -1,382	-4%	-$171K	0.23%	59
2024 Q2	$4.31M	Buy	+36,308	New	+$4.31M	0.2%	69
2024 Q1	–	Sell	-30,699	Closed	-$3.49M	–	869
2023 Q4	$3.49M	Sell	30,699 -777	-2%	-$81.6K	0.15%	87
2023 Q3	$3.25M	Sell	31,476 -5,748	-15%	-$617K	0.19%	73
2023 Q2	$3.95M	Buy	37,224 +6,385	+21%	+$670K	0.22%	66
2023 Q1	$3.25M	Buy	30,839 +10,589	+52%	+$1.14M	0.21%	77
2022 Q4	$2.19M	Buy	+20,250	New	+$2.15M	0.18%	92