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

Transform Wealth’s Portfolio VYM Stock Details VYM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.15M	Sell	8,947 -1,850	-17%	-$239K	0.07%	134
2024 Q4	$1.38M	Buy	10,797 +2,848	+36%	+$363K	0.08%	130
2024 Q3	$1.02M	Hold	7,949	–	–	0.07%	120
2024 Q2	$943K	Buy	7,949 +2	+0%	+$237	0.07%	124
2024 Q1	$962K	Hold	7,947	–	–	0.09%	123
2023 Q4	$887K	Buy	7,947 +16	+0.2%	+$1.79K	0.09%	136
2023 Q3	$819K	Sell	7,931 -1,162	-13%	-$120K	0.09%	133
2023 Q2	$965K	Buy	9,093 +713	+9%	+$75.6K	0.09%	137
2023 Q1	$884K	Hold	8,380	–	–	0.08%	135
2022 Q4	$907K	Buy	8,380 +60	+0.7%	+$6.49K	0.1%	124
2022 Q3	$789K	Buy	8,320 +370	+5%	+$35.1K	0.1%	101
2022 Q2	$809K	Hold	7,950	–	–	0.12%	103
2022 Q1	$892K	Hold	7,950	–	–	0.1%	118
2021 Q4	$891K	Hold	7,950	–	–	0.09%	121
2021 Q3	$822K	Sell	7,950 -217	-3%	-$22.4K	0.09%	124
2021 Q2	$856K	Buy	8,167 +2,500	+44%	+$262K	0.1%	130
2021 Q1	$573K	Sell	5,667 -488	-8%	-$49.3K	0.11%	145
2020 Q4	$563K	Sell	6,155 -2,730	-31%	-$250K	0.12%	139
2020 Q3	$719K	Buy	8,885 +2	+0%	+$162	0.12%	121
2020 Q2	$700K	Hold	8,883	–	–	0.12%	124
2020 Q1	$628K	Sell	8,883 -59	-0.7%	-$4.17K	0.13%	128
2019 Q4	$838K	Hold	8,942	–	–	0.13%	127
2019 Q3	$793K	Sell	8,942 -936	-9%	-$83K	0.14%	124
2019 Q2	$864K	Buy	9,878 +1,798	+22%	+$157K	0.13%	144
2019 Q1	$692K	Hold	8,080	–	–	0.13%	125
2018 Q4	$630K	Hold	8,080	–	–	0.13%	126
2018 Q3	$704K	Hold	8,080	–	–	0.12%	136
2018 Q2	$671K	Hold	8,080	–	–	0.12%	146
2018 Q1	$667K	Hold	8,080	–	–	0.13%	162
2017 Q4	$692K	Sell	8,080 -162	-2%	-$13.9K	0.13%	168
2017 Q3	$668K	Buy	+8,242	New	+$668K	0.23%	128
2017 Q2	–	Sell	-11,980	Closed	-$930K	–	187
2017 Q1	$930K	Buy	11,980 +3,020	+34%	+$234K	0.35%	106
2016 Q4	$679K	Sell	8,960 -1,200	-12%	-$90.9K	0.27%	126
2016 Q3	$733K	Hold	10,160	–	–	0.31%	102
2016 Q2	$726K	Buy	+10,160	New	+$726K	0.31%	107