CIA
Cascade Investment 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 | $429K | Hold |
3,215
| – | – | 0.28% | 93 |
|
|
2025
Q1 | $415K | Hold |
3,215
| – | – | 0.28% | 92 |
|
|
2024
Q4 | $410K | Buy |
+3,215
| New | +$410K | 0.26% | 91 |
|
|
2023
Q2 | – | Sell |
-850
| Closed | -$89.7K | – | 237 |
|
|
2023
Q1 | $89.7K | Buy |
+850
| New | +$89.7K | 0.07% | 121 |
|
|
2022
Q3 | – | Sell |
-850
| Closed | -$86.4K | – | 230 |
|
|
2022
Q2 | $86.4K | Hold |
850
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $95.4K | Hold |
850
| – | – | 0.06% | 138 |
|
|
2021
Q4 | $95.3K | Hold |
850
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $87.8K | Hold |
850
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $89.1K | Hold |
850
| – | – | 0.06% | 132 |
|
|
2021
Q1 | $85.9K | Hold |
850
| – | – | 0.06% | 133 |
|
|
2020
Q4 | $77.8K | Hold |
850
| – | – | 0.06% | 137 |
|
|
2020
Q3 | $68.8K | Hold |
850
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $67K | Hold |
850
| – | – | 0.06% | 130 |
|
|
2020
Q1 | $60.1K | Sell |
850
-150
| -15% | -$10.6K | 0.07% | 128 |
|
|
2019
Q4 | $93.7K | Hold |
1,000
| – | – | 0.07% | 125 |
|
|
2019
Q3 | $88.7K | Hold |
1,000
| – | – | 0.07% | 123 |
|
|
2019
Q2 | $87.4K | Hold |
1,000
| – | – | 0.07% | 120 |
|
|
2019
Q1 | $85.7K | Hold |
1,000
| – | – | 0.08% | 117 |
|
|
2018
Q4 | $78K | Buy |
+1,000
| New | +$78K | 0.08% | 116 |
|
|
2017
Q1 | – | Sell |
-120
| Closed | -$9.09K | – | 217 |
|
|
2016
Q4 | $9.09K | Buy |
+120
| New | +$9.09K | 0.01% | 161 |
|
|
2016
Q2 | $8.58K | Buy |
+120
| New | +$8.58K | 0.01% | 145 |
|