Cassady Schiller Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $574K | Hold |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $550K | Hold |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $524K | Hold |
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|
2023
Q3 | $485K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $591K | Hold |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $511K | Buy |
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