Strategies 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	$218K	Buy	1,471 +21	+1%	+$3.16K	0.02%	176
2025 Q4	$208K	Sell	1,450 -49	-3%	-$6.97K	0.02%	177
2025 Q3	$211K	Sell	1,499 -2,703	-64%	-$371K	0.02%	175
2025 Q2	$560K	Buy	4,202 +20	+0.5%	+$2.53K	0.06%	92
2025 Q1	$539K	Buy	4,182 +31	+0.7%	+$4.06K	0.07%	87
2024 Q4	$552K	Buy	4,151 +125	+3%	+$16.3K	0.07%	74
2024 Q3	$516K	Buy	4,026 +27	+0.7%	+$3.33K	0.07%	62
2024 Q2	$474K	Buy	3,999 +34	+0.9%	+$4.03K	0.07%	61
2024 Q1	$480K	Buy	3,965 +22	+0.6%	+$2.52K	0.07%	64
2023 Q4	$440K	Buy	3,943 +38	+1%	+$3.99K	0.08%	63
2023 Q3	$403K	Buy	3,905 +80	+2%	+$8.58K	0.08%	59
2023 Q2	$406K	Buy	+3,825	New	+$401K	0.08%	63
2022 Q2	–	Sell	-25,038	Closed	-$2.81M	–	90
2022 Q1	$2.81M	Buy	25,038 +147	+0.6%	+$16.4K	0.75%	22
2021 Q4	$2.79M	Buy	+24,891	New	+$2.71M	0.78%	24