Cascade Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.84M | Sell |
58,790
-5,216
| -8% | -$695K | 0.94% | 20 |
|
|
2025
Q1 | $8.25M | Sell |
64,006
-1,787
| -3% | -$230K | 1.04% | 18 |
|
|
2024
Q4 | $8.39M | Sell |
65,793
-842
| -1% | -$107K | 1.09% | 18 |
|
|
2024
Q3 | $8.67M | Buy |
66,635
+1,015
| +2% | +$132K | 1.09% | 17 |
|
|
2024
Q2 | $7.78M | Sell |
65,620
-264
| -0.4% | -$31.3K | 1.02% | 17 |
|
|
2024
Q1 | $7.65M | Buy |
+65,884
| New | +$7.65M | 1.1% | 16 |
|