CFA
Cahill Financial Advisors’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 | $877K | Sell |
6,581
-5,850
| -47% | -$780K | 0.11% | 132 |
|
|
2025
Q1 | $1.6M | Sell |
12,431
-844
| -6% | -$109K | 0.22% | 81 |
|
|
2024
Q4 | $1.69M | Buy |
13,275
+5
| +0% | +$638 | 0.23% | 77 |
|
|
2024
Q3 | $1.7M | Sell |
13,270
-313
| -2% | -$40.1K | 0.23% | 76 |
|
|
2024
Q2 | $1.61M | Sell |
13,583
-2,146
| -14% | -$255K | 0.22% | 87 |
|
|
2024
Q1 | $1.9M | Sell |
15,729
-620
| -4% | -$75K | 0.26% | 73 |
|
|
2023
Q4 | $1.83M | Sell |
16,349
-1,706
| -9% | -$190K | 0.27% | 76 |
|
|
2023
Q3 | $1.87M | Buy |
18,055
+20
| +0.1% | +$2.07K | 0.31% | 67 |
|
|
2023
Q2 | $1.91M | Sell |
18,035
-64
| -0.4% | -$6.79K | 0.31% | 69 |
|
|
2023
Q1 | $1.91M | Buy |
18,099
+813
| +5% | +$85.8K | 0.34% | 68 |
|
|
2022
Q4 | $1.87M | Sell |
17,286
-2,980
| -15% | -$322K | 0.36% | 64 |
|
|
2022
Q3 | $1.92M | Buy |
20,266
+7,426
| +58% | +$705K | 0.41% | 62 |
|
|
2022
Q2 | $1.31M | Sell |
12,840
-517
| -4% | -$52.6K | 0.28% | 86 |
|
|
2022
Q1 | $1.5M | Buy |
13,357
+1,032
| +8% | +$116K | 0.28% | 81 |
|
|
2021
Q4 | $1.38M | Buy |
12,325
+1
| +0% | +$112 | 0.27% | 86 |
|
|
2021
Q3 | $1.27M | Sell |
12,324
-2,997
| -20% | -$310K | 0.26% | 84 |
|
|
2021
Q2 | $1.61M | Sell |
15,321
-1,879
| -11% | -$197K | 0.36% | 63 |
|
|
2021
Q1 | $1.74M | Buy |
17,200
+7,221
| +72% | +$730K | 0.42% | 57 |
|
|
2020
Q4 | $913K | Buy |
9,979
+31
| +0.3% | +$2.84K | 0.23% | 86 |
|
|
2020
Q3 | $805K | Buy |
9,948
+816
| +9% | +$66K | 0.29% | 83 |
|
|
2020
Q2 | $720K | Buy |
9,132
+496
| +6% | +$39.1K | 0.28% | 83 |
|
|
2020
Q1 | $612K | Buy |
8,636
+82
| +1% | +$5.81K | 0.28% | 87 |
|
|
2019
Q4 | $802K | Sell |
8,554
-48
| -0.6% | -$4.5K | 0.29% | 84 |
|
|
2019
Q3 | $764K | Sell |
8,602
-649
| -7% | -$57.6K | 0.3% | 84 |
|
|
2019
Q2 | $809K | Sell |
9,251
-461
| -5% | -$40.3K | 0.32% | 81 |
|
|
2019
Q1 | $832K | Sell |
9,712
-274
| -3% | -$23.5K | 0.35% | 76 |
|
|
2018
Q4 | $779K | Buy |
9,986
+181
| +2% | +$14.1K | 0.39% | 70 |
|
|
2018
Q3 | $854K | Hold |
9,805
| – | – | 0.38% | 68 |
|
|
2018
Q2 | $815K | Sell |
9,805
-82
| -0.8% | -$6.82K | 0.38% | 68 |
|
|
2018
Q1 | $816K | Sell |
9,887
-1,093
| -10% | -$90.2K | 0.39% | 69 |
|
|
2017
Q4 | $941K | Buy |
10,980
+922
| +9% | +$79K | 0.47% | 56 |
|
|
2017
Q3 | $816K | Buy |
10,058
+4
| +0% | +$325 | 0.43% | 60 |
|
|
2017
Q2 | $786K | Buy |
10,054
+410
| +4% | +$32.1K | 0.44% | 59 |
|
|
2017
Q1 | $749K | Buy |
9,644
+305
| +3% | +$23.7K | 0.43% | 60 |
|
|
2016
Q4 | $708K | Sell |
9,339
-2
| -0% | -$152 | 0.43% | 60 |
|
|
2016
Q3 | $674K | Buy |
9,341
+1,327
| +17% | +$95.8K | 0.44% | 55 |
|
|
2016
Q2 | $573K | Sell |
8,014
-128
| -2% | -$9.15K | 0.4% | 62 |
|
|
2016
Q1 | $563K | Buy |
8,142
+2,198
| +37% | +$152K | 0.42% | 62 |
|
|
2015
Q4 | $397K | Hold |
5,944
| – | – | 0.32% | 75 |
|
|
2015
Q3 | $373K | Hold |
5,944
| – | – | 0.3% | 80 |
|
|
2015
Q2 | $401K | Hold |
5,944
| – | – | 0.3% | 79 |
|
|
2015
Q1 | $406K | Hold |
5,944
| – | – | 0.31% | 75 |
|
|
2014
Q4 | $409K | Buy |
+5,944
| New | +$409K | 0.32% | 73 |
|