Vertex Planning Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Vertex Planning Partners’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$269K	Hold
2025 Q2	$254K	Hold
2025 Q1	$246K	Sell
2024 Q4	$267K	Buy
2024 Q3	$244K	Buy
2024 Q2	$223K	Sell
2024 Q1	$248K	Buy
2023 Q1	–	Sell
2022 Q4	$249K	Buy