Secure Asset Management’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
2024 Q2	–	Sell	-3,024	Closed	-$366K	–	309
2024 Q1	$366K	Sell	3,024 -4,710	-61%	-$540K	0.09%	156
2023 Q4	$863K	Sell	7,734 -768	-9%	-$80.7K	0.23%	104
2023 Q3	$878K	Buy	8,502 +897	+12%	+$96.2K	0.26%	99
2023 Q2	$807K	Sell	7,605 -29,509	-80%	-$3.1M	0.25%	95
2023 Q1	$3.92M	Sell	37,114 -39	-0.1%	-$4.2K	1.31%	10
2022 Q4	$4.02M	Sell	37,153 -335	-0.9%	-$35.6K	1.44%	10
2022 Q3	$3.56M	Buy	37,488 +2,575	+7%	+$268K	1.99%	7
2022 Q2	$3.55M	Buy	34,913 +27,554	+374%	+$2.99M	1.97%	9
2022 Q1	$826K	Sell	7,359 -268	-4%	-$29.9K	0.37%	49
2021 Q4	$855K	Buy	7,627 +109	+1%	+$11.9K	0.35%	50
2021 Q3	$777K	Sell	7,518 -194	-3%	-$20.5K	0.38%	44
2021 Q2	$808K	Buy	7,712 +448	+6%	+$47K	0.41%	40
2021 Q1	$734K	Sell	7,264 -238	-3%	-$23K	0.41%	46
2020 Q4	$686K	Buy	7,502 +53	+0.7%	+$4.6K	0.4%	54
2020 Q3	$603K	Sell	7,449 -772	-9%	-$63.2K	0.41%	54
2020 Q2	$648K	Buy	8,221 +6	+0.1%	+$466	0.46%	59
2020 Q1	$581K	Sell	8,215 -1,341	-14%	-$115K	0.63%	40
2019 Q4	$896K	Buy	+9,556	New	+$866K	0.63%	41