Cassaday & Co Wealth Management’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 | $476K | Sell |
3,568
-336
| -9% | -$44.8K | 0.01% | 216 |
|
|
2025
Q1 | $503K | Sell |
3,904
-663
| -15% | -$85.5K | 0.01% | 199 |
|
|
2024
Q4 | $583K | Buy |
4,567
+334
| +8% | +$42.6K | 0.02% | 174 |
|
|
2024
Q3 | $543K | Buy |
4,233
+1,100
| +35% | +$141K | 0.02% | 179 |
|
|
2024
Q2 | $372K | Hold |
3,133
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $379K | Buy |
+3,133
| New | +$379K | 0.01% | 198 |
|
|
2023
Q1 | – | Sell |
-3,309
| Closed | -$358K | – | 268 |
|
|
2022
Q4 | $358K | Buy |
+3,309
| New | +$358K | 0.02% | 176 |
|