StrongBox Wealth’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	$3.95M	Buy	26,691 +133	+0.5%	+$20K	1.26%	31
2025 Q4	$3.81M	Buy	26,558 +458	+2%	+$65.1K	1.25%	30
2025 Q3	$3.68M	Buy	26,100 +897	+4%	+$123K	1.24%	30
2025 Q2	$3.36M	Buy	25,203 +929	+4%	+$118K	1.28%	28
2025 Q1	$3.13M	Buy	24,274 +338	+1%	+$44.2K	1.31%	27
2024 Q4	$3.05M	Buy	23,936 +1,625	+7%	+$212K	1.29%	26
2024 Q3	$2.86M	Buy	22,311 +663	+3%	+$81.8K	1.23%	27
2024 Q2	$2.57M	Buy	21,648 +467	+2%	+$55.4K	1.21%	26
2024 Q1	$2.56M	Sell	21,181 -1,411	-6%	-$162K	1.35%	26
2023 Q4	$2.52M	Sell	22,592 -464	-2%	-$48.8K	1.47%	25
2023 Q3	$2.38M	Buy	23,056 +2,445	+12%	+$262K	1.52%	25
2023 Q2	$2.19M	Buy	20,611 +2,811	+16%	+$295K	1.38%	28
2023 Q1	$1.88M	Buy	17,800 +1,582	+10%	+$170K	1.26%	27
2022 Q4	$1.75M	Sell	16,218 -61	-0.4%	-$6.49K	1.24%	30
2022 Q3	$1.54M	Buy	16,279 +7,199	+79%	+$749K	1.12%	34
2022 Q2	$923K	Buy	9,080 +157	+2%	+$17K	0.6%	51
2022 Q1	$1M	Buy	8,923 +40	+0.5%	+$4.46K	0.57%	53
2021 Q4	$996K	Sell	8,883 -134	-1%	-$14.6K	0.5%	54
2021 Q3	$932K	Buy	9,017 +343	+4%	+$36.3K	0.52%	51
2021 Q2	$909K	Sell	8,674 -1,068	-11%	-$112K	0.52%	50
2021 Q1	$985K	Buy	9,742 +1,289	+15%	+$124K	0.61%	45
2020 Q4	$774K	Buy	8,453 +40	+0.5%	+$3.48K	0.5%	48
2020 Q3	$681K	Sell	8,413 -71	-0.8%	-$5.82K	0.5%	49
2020 Q2	$668K	Sell	8,484 -2,216	-21%	-$172K	0.61%	51
2020 Q1	$757K	Buy	+10,700	New	+$919K	0.86%	37