Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,359
| Closed | -$1.98M | – | 418 |
|
|
2024
Q1 | $1.98M | Buy |
16,359
+193
| +1% | +$22.1K | 0.39% | 56 |
|
|
2023
Q4 | $1.8M | Buy |
16,166
+296
| +2% | +$31.1K | 0.4% | 59 |
|
|
2023
Q3 | $1.64M | Sell |
15,870
-610
| -4% | -$65.5K | 0.43% | 58 |
|
|
2023
Q2 | $1.75M | Sell |
16,480
-1,152
| -7% | -$121K | 0.42% | 58 |
|
|
2023
Q1 | $1.86M | Buy |
17,632
+450
| +3% | +$48.4K | 0.48% | 47 |
|
|
2022
Q4 | $1.86M | Buy |
17,182
+804
| +5% | +$85.6K | 0.52% | 44 |
|
|
2022
Q3 | $1.55M | Buy |
16,378
+1,009
| +7% | +$105K | 0.5% | 47 |
|
|
2022
Q2 | $1.56M | Sell |
15,369
-587
| -4% | -$63.6K | 0.49% | 51 |
|
|
2022
Q1 | $1.79M | Buy |
15,956
+509
| +3% | +$56.8K | 0.46% | 51 |
|
|
2021
Q4 | $1.73M | Buy |
15,447
+318
| +2% | +$34.6K | 0.44% | 51 |
|
|
2021
Q3 | $1.56M | Buy |
15,129
+157
| +1% | +$16.6K | 0.47% | 54 |
|
|
2021
Q2 | $1.57M | Sell |
14,972
-946
| -6% | -$99.3K | 0.45% | 52 |
|
|
2021
Q1 | $1.61M | Sell |
15,918
-4
| -0% | -$386 | 0.56% | 44 |
|
|
2020
Q4 | $1.46M | Buy |
15,922
+1,129
| +8% | +$98.1K | 0.52% | 46 |
|
|
2020
Q3 | $1.2M | Sell |
14,793
-619
| -4% | -$50.7K | 0.47% | 52 |
|
|
2020
Q2 | $1.21M | Sell |
15,412
-257
| -2% | -$20K | 0.54% | 42 |
|
|
2020
Q1 | $1.11M | Buy |
15,669
+662
| +4% | +$56.9K | 0.62% | 36 |
|
|
2019
Q4 | $1.41M | Buy |
15,007
+955
| +7% | +$86.6K | 0.6% | 44 |
|
|
2019
Q3 | $1.25M | Buy |
14,052
+745
| +6% | +$65.2K | 0.55% | 42 |
|
|
2019
Q2 | $1.16M | Buy |
13,307
+3,411
| +34% | +$295K | 0.54% | 51 |
|
|
2019
Q1 | $848K | Buy |
9,896
+1,467
| +17% | +$123K | 0.41% | 73 |
|
|
2018
Q4 | $657K | Buy |
+8,429
| New | +$703K | 0.4% | 79 |
|
Other funds holding VYM
SLI
RJFSA
