Cardinal Point Wealth Management Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,460
Closed -$266K 84
2022
Q4
$266K Hold
2,460
0.09% 61
2022
Q3
$239K Hold
2,460
0.11% 45
2022
Q2
$250K Hold
2,460
0.12% 45
2022
Q1
$276K Buy
+2,460
New +$276K 0.12% 43