Soundmark Wealth 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	-13,299	Closed	-$1.61M	–	67
2024 Q1	$1.61M	Sell	13,299 -470	-3%	-$53.8K	0.71%	32
2023 Q4	$1.54M	Buy	13,769 +968	+8%	+$102K	0.76%	30
2023 Q3	$1.32M	Buy	12,801 +10	+0.1%	+$1.07K	0.73%	31
2023 Q2	$1.36M	Buy	12,791 +210	+2%	+$22K	0.76%	31
2023 Q1	$1.33M	Buy	12,581 +9	+0.1%	+$968	0.79%	30
2022 Q4	$1.36M	Buy	12,572 +11	+0.1%	+$1.17K	0.88%	30
2022 Q3	$1.19M	Buy	12,561 +10	+0.1%	+$1.04K	0.84%	29
2022 Q2	$1.28M	Sell	12,551 -4,547	-27%	-$493K	0.91%	27
2022 Q1	$1.92M	Buy	17,098 +95	+0.6%	+$10.6K	1.35%	22
2021 Q4	$1.91M	Buy	17,003 +10	+0.1%	+$1.09K	1.3%	21
2021 Q3	$1.76M	Buy	16,993 +3,261	+24%	+$345K	0.63%	27
2021 Q2	$1.43M	Buy	13,732 +602	+5%	+$63.2K	0.59%	23
2021 Q1	$1.33M	Buy	13,130 +382	+3%	+$36.8K	0.73%	22
2020 Q4	$1.17M	Buy	+12,748	New	+$1.11M	0.74%	24