CWP
CFM Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,374
| Closed | -$217K | – | 175 |
|
|
2020
Q4 | $217K | Sell |
2,374
-600
| -20% | -$54.8K | 0.07% | 149 |
|
|
2020
Q3 | $240K | Sell |
2,974
-1,218
| -29% | -$98.3K | 0.09% | 127 |
|
|
2020
Q2 | $330K | Hold |
4,192
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $297K | Hold |
4,192
| – | – | 0.14% | 104 |
|
|
2019
Q4 | $396K | Buy |
+4,192
| New | +$396K | 0.15% | 102 |
|