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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Buy	+1,831	New	+$244K	0.05%	249
2025 Q1	–	Sell	-1,928	Closed	-$246K	–	226
2024 Q4	$246K	Buy	+1,928	New	+$246K	0.09%	158
2024 Q3	–	Sell	-445	Closed	-$52.8K	–	927
2024 Q2	$52.8K	Buy	+445	New	+$52.8K	0.03%	224