Winthrop Advisory Group’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	$695K	Buy	4,695 +21	+0.4%	+$3.16K	0.06%	92
2025 Q4	$671K	Buy	4,674 +15	+0.3%	+$2.13K	0.06%	91
2025 Q3	$657K	Sell	4,659 -2,451	-34%	-$337K	0.06%	88
2025 Q2	$948K	Buy	7,110 +9	+0.1%	+$1.14K	0.09%	69
2025 Q1	$916K	Sell	7,101 -675	-9%	-$88.4K	0.11%	60
2024 Q4	$992K	Buy	7,776 +873	+13%	+$114K	0.12%	61
2024 Q3	$885K	Buy	6,903 +8	+0.1%	+$988	0.11%	62
2024 Q2	$818K	Buy	6,895 +9	+0.1%	+$1.07K	0.11%	61
2024 Q1	$833K	Buy	6,886 +6	+0.1%	+$687	0.12%	60
2023 Q4	$768K	Buy	6,880 +34	+0.5%	+$3.57K	0.12%	62
2023 Q3	$707K	Buy	6,846 +89	+1%	+$9.55K	0.12%	59
2023 Q2	$717K	Buy	6,757 +499	+8%	+$52.3K	0.11%	60
2023 Q1	$660K	Buy	6,258 +651	+12%	+$70K	0.12%	62
2022 Q4	$607K	Buy	5,607 +1,208	+27%	+$129K	0.12%	65
2022 Q3	$417K	Buy	+4,399	New	+$457K	0.09%	67
2020 Q1	–	Sell	-5,919	Closed	-$555K	–	103
2019 Q4	$555K	Buy	5,919 +711	+14%	+$64.5K	0.2%	51
2019 Q3	$462K	Buy	+5,208	New	+$456K	0.18%	51