Carson Wealth (CWM LLC)’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 | $8.56M | Sell |
64,211
-622
| -1% | -$82.9K | 0.03% | 427 |
|
|
2025
Q1 | $8.36M | Buy |
64,833
+6,797
| +12% | +$877K | 0.03% | 389 |
|
|
2024
Q4 | $7.41M | Buy |
58,036
+5,709
| +11% | +$728K | 0.03% | 385 |
|
|
2024
Q3 | $6.71M | Buy |
52,327
+990
| +2% | +$127K | 0.03% | 383 |
|
|
2024
Q2 | $6.09M | Buy |
51,337
+264
| +0.5% | +$31.3K | 0.03% | 379 |
|
|
2024
Q1 | $6.18M | Buy |
51,073
+3,019
| +6% | +$365K | 0.03% | 380 |
|
|
2023
Q4 | $5.36M | Buy |
48,054
+11,935
| +33% | +$1.33M | 0.03% | 386 |
|
|
2023
Q3 | $3.73M | Buy |
36,119
+1,234
| +4% | +$128K | 0.02% | 419 |
|
|
2023
Q2 | $3.7M | Sell |
34,885
-273
| -0.8% | -$29K | 0.02% | 404 |
|
|
2023
Q1 | $3.71M | Sell |
35,158
-41,705
| -54% | -$4.4M | 0.03% | 379 |
|
|
2022
Q4 | $8.32M | Sell |
76,863
-1,365
| -2% | -$148K | 0.06% | 223 |
|
|
2022
Q3 | $7.42M | Sell |
78,228
-15,637
| -17% | -$1.48M | 0.06% | 226 |
|
|
2022
Q2 | $9.55M | Buy |
93,865
+16,301
| +21% | +$1.66M | 0.07% | 202 |
|
|
2022
Q1 | $8.71M | Buy |
77,564
+14,185
| +22% | +$1.59M | 0.06% | 223 |
|
|
2021
Q4 | $7.11M | Buy |
+63,379
| New | +$7.11M | 0.05% | 260 |
|
|
2021
Q2 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2021
Q1 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2020
Q4 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2020
Q3 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2020
Q2 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2020
Q1 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2019
Q4 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2019
Q3 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2019
Q2 | $6.38M | Hold |
60,891
| – | – | 0.05% | 254 |
|
|
2019
Q1 | $6.38M | Sell |
60,891
-9,391
| -13% | -$984K | 0.05% | 254 |
|
|
2018
Q4 | $5.48M | Buy |
70,282
+32,520
| +86% | +$2.54M | 0.14% | 144 |
|
|
2018
Q3 | $3.29M | Buy |
37,762
+35,327
| +1,451% | +$3.08M | 0.08% | 212 |
|
|
2018
Q2 | $202K | Buy |
2,435
+227
| +10% | +$18.8K | 0.01% | 420 |
|
|
2018
Q1 | $182K | Sell |
2,208
-251
| -10% | -$20.7K | 0.01% | 376 |
|
|
2017
Q4 | $211K | Hold |
2,459
| – | – | 0.01% | 336 |
|
|
2017
Q3 | $199K | Hold |
2,459
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $192K | Sell |
2,459
-500
| -17% | -$39K | 0.01% | 307 |
|
|
2017
Q1 | $230K | Buy |
2,959
+500
| +20% | +$38.9K | 0.01% | 281 |
|
|
2016
Q4 | $186K | Buy |
2,459
+390
| +19% | +$29.5K | 0.01% | 279 |
|
|
2016
Q3 | $149K | Hold |
2,069
| – | – | 0.01% | 288 |
|
|
2016
Q2 | $148K | Buy |
2,069
+89
| +4% | +$6.37K | 0.01% | 265 |
|
|
2016
Q1 | $137K | Buy |
+1,980
| New | +$137K | 0.01% | 250 |
|