Castleview Partners’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
2026
Q1
$336K Buy
2025
Q1
Sell
2024
Q4
$35.6K Buy
2024
Q3
$24K Hold
2024
Q2
$22.2K Hold
2024
Q1
$22.6K Hold
2023
Q4
$20.9K Hold
2023
Q3
$19.3K Sell
2023
Q2
$23.8K Sell
2023
Q1
$208K Sell
2022
Q4
$220K Sell
2022
Q3
$194K Buy
2022
Q2
$9.02K Sell
2022
Q1
$298K Sell
2021
Q4
$2.84K Buy
2021
Q2
$374K Buy
2018
Q1
$4.13M Buy