Cascade Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Cascade Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Buy
2025 Q1	$264K	Sell
2024 Q4	$325K	Hold
2024 Q3	$326K	Sell
2024 Q2	$329K	Sell
2024 Q1	$543K	Buy