Suncoast Equity 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
2023 Q2	–	Sell	-1,930	Closed	-$204K	–	76
2023 Q1	$204K	Buy	+1,930	New	+$208K	0.03%	63
2022 Q3	–	Sell	-2,750	Closed	-$280K	–	56
2022 Q2	$280K	Hold	2,750	–	–	0.05%	53
2022 Q1	$309K	Hold	2,750	–	–	0.05%	53
2021 Q4	$308K	Hold	2,750	–	–	0.04%	40
2021 Q3	$284K	Hold	2,750	–	–	0.04%	41
2021 Q2	$288K	Hold	2,750	–	–	0.04%	41
2021 Q1	$278K	Hold	2,750	–	–	0.04%	41
2020 Q4	$252K	Hold	2,750	–	–	0.04%	41
2020 Q3	$223K	Hold	2,750	–	–	0.04%	36
2020 Q2	$217K	Buy	+2,750	New	+$214K	0.04%	38
2020 Q1	–	Sell	-2,750	Closed	-$258K	–	56
2019 Q4	$258K	Hold	2,750	–	–	0.05%	42
2019 Q3	$244K	Hold	2,750	–	–	0.05%	37
2019 Q2	$240K	Sell	2,750 -1,650	-38%	-$143K	0.05%	36
2019 Q1	$377K	Hold	4,400	–	–	0.08%	26
2018 Q4	$343K	Hold	4,400	–	–	0.09%	26
2018 Q3	$383K	Hold	4,400	–	–	0.09%	26
2018 Q2	$365K	Buy	4,400 +1,140	+35%	+$95.5K	0.09%	25
2018 Q1	$269K	Sell	3,260 -75	-2%	-$6.45K	0.07%	29
2017 Q4	$286K	Sell	3,335 -65	-2%	-$5.43K	0.08%	27
2017 Q3	$276K	Sell	3,400 -375	-10%	-$29.8K	0.08%	31
2017 Q2	$295K	Buy	+3,775	New	+$294K	0.09%	30