TWA

TPB Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,313	Closed	-$452K	–	40
2021 Q2	$452K	Sell	4,313 -187	-4%	-$19.6K	0.29%	34
2021 Q1	$4.5M	Sell	4,500 -1,000	-18%	-$1M	3.87%	7
2020 Q4	$500K	Buy	+5,500	New	+$500K	0.5%	22