Caldwell Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $822K | Hold |
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|
2025
Q2 | $777K | Hold |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $687K | Sell |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $678K | Buy |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $551K | Buy |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $617K | Sell |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $564K | Hold |
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|
2020
Q4 | $510K | Sell |
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|
2020
Q3 | $507K | Sell |
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|
2020
Q2 | $722K | Sell |
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|
2020
Q1 | $759K | Sell |
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|
2019
Q4 | $1.36M | Buy |
|