Walkner Condon Financial 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
2026 Q1	$1.96M	Sell	13,222 -197	-1%	-$29.6K	0.26%	76
2025 Q4	$1.93M	Sell	13,419 -932	-6%	-$133K	0.27%	77
2025 Q3	$2.02M	Buy	14,351 +2,461	+21%	+$338K	0.32%	67
2025 Q2	$1.58M	Sell	11,890 -293	-2%	-$37.1K	0.29%	74
2025 Q1	$1.57M	Buy	12,183 +42	+0.3%	+$5.5K	0.32%	72
2024 Q4	$1.55M	Buy	12,141 +49	+0.4%	+$6.39K	0.31%	68
2024 Q3	$1.55M	Buy	12,092 +395	+3%	+$48.8K	0.32%	69
2024 Q2	$1.39M	Buy	11,697 +463	+4%	+$54.9K	0.3%	75
2024 Q1	$1.36M	Buy	11,234 +90	+0.8%	+$10.3K	0.29%	79
2023 Q4	$1.24M	Buy	11,144 +489	+5%	+$51.4K	0.28%	81
2023 Q3	$1.1M	Buy	10,655 +1,350	+15%	+$145K	0.29%	77
2023 Q2	$987K	Buy	9,305 +505	+6%	+$53K	0.26%	86
2023 Q1	$928K	Buy	8,800 +580	+7%	+$62.4K	0.26%	86
2022 Q4	$889K	Buy	8,220 +3,378	+70%	+$359K	0.27%	81
2022 Q3	$459K	Buy	4,842 +548	+13%	+$57K	0.15%	125
2022 Q2	$437K	Buy	4,294 +958	+29%	+$104K	0.14%	134
2022 Q1	$374K	Sell	3,336 -9	-0.3%	-$1K	0.11%	155
2021 Q4	$375K	Sell	3,345 -285	-8%	-$31K	0.24%	89
2021 Q3	$375K	Buy	3,630 +251	+7%	+$26.5K	0.18%	99
2021 Q2	$357K	Buy	3,379 +257	+8%	+$27K	0.13%	120
2021 Q1	$316K	Buy	+3,122	New	+$301K	0.12%	134