Sightline Wealth 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
2026 Q1	$224K	Sell	1,511 -4,287	-74%	-$645K	0.09%	80
2025 Q4	$832K	Sell	5,798 -1,489	-20%	-$212K	0.35%	43
2025 Q3	$1.03M	Buy	7,287 +1,259	+21%	+$173K	0.46%	37
2025 Q2	$804K	Buy	6,028 +1,884	+45%	+$239K	0.39%	40
2025 Q1	$534K	Buy	4,144 +717	+21%	+$93.9K	0.28%	47
2024 Q4	$437K	Sell	3,427 -178	-5%	-$23.2K	0.24%	52
2024 Q3	$462K	Sell	3,605 -403	-10%	-$49.8K	0.25%	48
2024 Q2	$475K	Sell	4,008 -186	-4%	-$22.1K	0.3%	50
2024 Q1	$507K	Sell	4,194 -6,841	-62%	-$784K	0.33%	48
2023 Q4	$1.23M	Buy	11,035 +694	+7%	+$72.9K	0.94%	23
2023 Q3	$1.07M	Buy	+10,341	New	+$1.11M	1%	22
2022 Q3	–	Sell	-9,828	Closed	-$995K	–	54
2022 Q2	$995K	Sell	9,828 -144	-1%	-$15.6K	0.97%	18
2022 Q1	$1.12M	Buy	+9,972	New	+$1.11M	0.93%	16