Sand Hill Global Advisors’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
2020 Q2	–	Sell	-4,802	Closed	-$340K	–	135
2020 Q1	$340K	Sell	4,802 -577	-11%	-$49.6K	0.03%	99
2019 Q4	$504K	Buy	5,379 +358	+7%	+$32.5K	0.05%	105
2019 Q3	$446K	Hold	5,021	–	–	0.04%	102
2019 Q2	$439K	Hold	5,021	–	–	0.05%	82
2019 Q1	$430K	Buy	5,021 +550	+12%	+$45.9K	0.04%	80
2018 Q4	$349K	Sell	4,471 -759	-15%	-$63.3K	0.04%	88
2018 Q3	$455K	Sell	5,230 -862	-14%	-$74.6K	0.04%	76
2018 Q2	$506K	Buy	+6,092	New	+$510K	0.05%	75
2018 Q1	–	Sell	-9,137	Closed	-$782K	–	108
2017 Q4	$782K	Sell	9,137 -1,175	-11%	-$98.2K	0.08%	66
2017 Q3	$836K	Sell	10,312 -124	-1%	-$9.84K	0.09%	67
2017 Q2	$816K	Sell	10,436 -6,470	-38%	-$504K	0.09%	68
2017 Q1	$1.31M	Sell	16,906 -2,521	-13%	-$195K	0.17%	55
2016 Q4	$1.47M	Buy	+19,427	New	+$1.43M	0.2%	53
2016 Q3	–	Sell	-267,805	Closed	-$19.1M	–	77
2016 Q2	$19.1M	Buy	267,805 +30,557	+13%	+$2.14M	3.01%	7
2016 Q1	$16.4M	Buy	+237,248	New	+$15.5M	2.49%	8