CWA
Cascade Wealth 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 | $410K | Buy |
3,029
+864
| +40% | +$117K | 0.23% | 42 |
|
|
2025
Q1 | $264K | Sell |
2,165
-381
| -15% | -$46.5K | 0.18% | 39 |
|
|
2024
Q4 | $325K | Hold |
2,546
| – | – | 0.22% | 38 |
|
|
2024
Q3 | $326K | Sell |
2,546
-150
| -6% | -$19.2K | 0.23% | 39 |
|
|
2024
Q2 | $329K | Sell |
2,696
-1,984
| -42% | -$242K | 0.24% | 41 |
|
|
2024
Q1 | $543K | Buy |
+4,680
| New | +$543K | 0.46% | 37 |
|