Tiedemann 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
2023 Q3	$1.52M	Sell	14,668 -1,025	-7%	-$110K	0.07%	95
2023 Q2	$1.66M	Hold	15,693	–	–	0.07%	88
2023 Q1	$1.66M	Buy	15,693 +691	+5%	+$74.3K	0.08%	86
2022 Q4	$1.62M	Hold	15,002	–	–	0.08%	89
2022 Q3	$1.42M	Hold	15,002	–	–	0.09%	89
2022 Q2	$1.52M	Buy	15,002 +23	+0.2%	+$2.49K	0.11%	87
2022 Q1	$1.68M	Hold	14,979	–	–	0.09%	103
2021 Q4	$1.68M	Hold	14,979	–	–	0.08%	99
2021 Q3	$1.55M	Sell	14,979 -362	-2%	-$38.3K	0.08%	102
2021 Q2	$1.61M	Buy	15,341 +1,633	+12%	+$171K	0.06%	129
2021 Q1	$1.39M	Hold	13,708	–	–	0.06%	132
2020 Q4	$1.25M	Hold	13,708	–	–	0.06%	134
2020 Q3	$1.11M	Hold	13,708	–	–	0.05%	165
2020 Q2	$1.08M	Sell	13,708 -6,204	-31%	-$482K	0.06%	159
2020 Q1	$1.41M	Buy	19,912 +2,859	+17%	+$246K	0.09%	132
2019 Q4	$1.6M	Hold	17,053	–	–	0.08%	129
2019 Q3	$1.51M	Buy	+17,053	New	+$1.49M	0.07%	139