CWM
Cedar Wealth Management’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 | $640K | Hold |
4,798
| – | – | 0.22% | 39 |
|
|
2025
Q1 | $619K | Hold |
4,798
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $612K | Sell |
4,798
-2,964
| -38% | -$378K | 0.22% | 39 |
|
|
2024
Q3 | $995K | Sell |
7,762
-36
| -0.5% | -$4.62K | 0.31% | 43 |
|
|
2024
Q2 | $925K | Hold |
7,798
| – | – | 0.3% | 45 |
|
|
2024
Q1 | $943K | Buy |
7,798
+2,816
| +57% | +$341K | 0.31% | 42 |
|
|
2023
Q4 | $556K | Sell |
4,982
-548
| -10% | -$61.2K | 0.2% | 62 |
|
|
2023
Q3 | $571K | Buy |
5,530
+14
| +0.3% | +$1.45K | 0.23% | 58 |
|
|
2023
Q2 | $585K | Buy |
5,516
+16
| +0.3% | +$1.7K | 0.23% | 55 |
|
|
2023
Q1 | $580K | Buy |
5,500
+13
| +0.2% | +$1.37K | 0.24% | 56 |
|
|
2022
Q4 | $594K | Buy |
5,487
+16
| +0.3% | +$1.73K | 0.29% | 50 |
|
|
2022
Q3 | $519K | Buy |
5,471
+14
| +0.3% | +$1.33K | 0.26% | 63 |
|
|
2022
Q2 | $555K | Buy |
5,457
+14
| +0.3% | +$1.42K | 0.25% | 59 |
|
|
2022
Q1 | $611K | Buy |
5,443
+11
| +0.2% | +$1.24K | 0.25% | 62 |
|
|
2021
Q4 | $609K | Hold |
5,432
| – | – | 0.25% | 71 |
|
|
2021
Q3 | $561K | Hold |
5,432
| – | – | 0.25% | 70 |
|
|
2021
Q2 | $569K | Sell |
5,432
-860
| -14% | -$90.1K | 0.26% | 69 |
|
|
2021
Q1 | $636K | Buy |
6,292
+11
| +0.2% | +$1.11K | 0.32% | 58 |
|
|
2020
Q4 | $575K | Buy |
6,281
+21
| +0.3% | +$1.92K | 0.31% | 54 |
|
|
2020
Q3 | $507K | Buy |
6,260
+4
| +0.1% | +$324 | 0.32% | 52 |
|
|
2020
Q2 | $493K | Sell |
6,256
-32
| -0.5% | -$2.52K | 0.33% | 48 |
|
|
2020
Q1 | $445K | Sell |
6,288
-6,614
| -51% | -$468K | 0.3% | 43 |
|
|
2019
Q4 | $1.21M | Buy |
12,902
+8,457
| +190% | +$792K | 0.71% | 16 |
|
|
2019
Q3 | $394K | Buy |
4,445
+3,430
| +338% | +$304K | 0.26% | 39 |
|
|
2019
Q2 | $89K | Buy |
+1,015
| New | +$89K | 0.06% | 92 |
|