CWM
Cahaba Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
5,414
+36
| +0.7% | +$4.8K | 0.06% | 70 |
|
|
2025
Q1 | $694K | Buy |
5,378
+263
| +5% | +$33.9K | 0.06% | 72 |
|
|
2024
Q4 | $653K | Sell |
5,115
-68
| -1% | -$8.68K | 0.05% | 76 |
|
|
2024
Q3 | $664K | Buy |
5,183
+40
| +0.8% | +$5.13K | 0.05% | 75 |
|
|
2024
Q2 | $610K | Buy |
5,143
+37
| +0.7% | +$4.39K | 0.05% | 75 |
|
|
2024
Q1 | $618K | Buy |
5,106
+958
| +23% | +$116K | 0.06% | 73 |
|
|
2023
Q4 | $463K | Buy |
4,148
+25
| +0.6% | +$2.79K | 0.05% | 86 |
|
|
2023
Q3 | $426K | Sell |
4,123
-861
| -17% | -$89K | 0.05% | 87 |
|
|
2023
Q2 | $529K | Buy |
4,984
+27
| +0.5% | +$2.86K | 0.06% | 76 |
|
|
2023
Q1 | $523K | Buy |
4,957
+108
| +2% | +$11.4K | 0.06% | 75 |
|
|
2022
Q4 | $525K | Buy |
4,849
+29
| +0.6% | +$3.14K | 0.07% | 72 |
|
|
2022
Q3 | $457K | Buy |
4,820
+23
| +0.5% | +$2.18K | 0.06% | 79 |
|
|
2022
Q2 | $487K | Buy |
4,797
+34
| +0.7% | +$3.45K | 0.07% | 73 |
|
|
2022
Q1 | $512K | Buy |
4,763
+848
| +22% | +$91.2K | 0.07% | 81 |
|
|
2021
Q4 | $439K | Buy |
3,915
+818
| +26% | +$91.7K | 0.06% | 93 |
|
|
2021
Q3 | $320K | Buy |
+3,097
| New | +$320K | 0.05% | 104 |
|