CIAS
CFS Investment Advisory Services’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 | $592K | Buy |
4,441
+8
| +0.2% | +$1.07K | 0.05% | 215 |
|
|
2025
Q1 | $572K | Buy |
4,433
+1,266
| +40% | +$163K | 0.05% | 209 |
|
|
2024
Q4 | $404K | Hold |
3,167
| – | – | 0.04% | 228 |
|
|
2024
Q3 | $406K | Hold |
3,167
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $376K | Buy |
+3,167
| New | +$376K | 0.03% | 201 |
|
|
2023
Q3 | – | Sell |
-3,882
| Closed | -$412K | – | 256 |
|
|
2023
Q2 | $412K | Buy |
+3,882
| New | +$412K | 0.05% | 182 |
|
|
2022
Q3 | – | Sell |
-3,210
| Closed | -$326K | – | 365 |
|
|
2022
Q2 | $326K | Sell |
3,210
-358,498
| -99% | -$36.4M | 0.05% | 184 |
|
|
2022
Q1 | $143K | Buy |
361,708
+358,498
| +11,168% | +$142K | 0.62% | 30 |
|
|
2021
Q4 | $358K | Buy |
+3,210
| New | +$358K | 0.05% | 185 |
|
|
2021
Q3 | – | Sell |
-71,501
| Closed | -$7.49M | – | 215 |
|
|
2021
Q2 | $7.49M | Buy |
+71,501
| New | +$7.49M | 6.83% | 6 |
|