CTWM
Cherry Tree 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 | $12.4M | Sell |
92,762
-998
| -1% | -$133K | 2.87% | 8 |
|
|
2025
Q1 | $12.1M | Sell |
93,760
-408
| -0.4% | -$52.6K | 2.92% | 8 |
|
|
2024
Q4 | $12M | Sell |
94,168
-1,434
| -1% | -$183K | 2.97% | 7 |
|
|
2024
Q3 | $12.3M | Sell |
95,602
-2,978
| -3% | -$382K | 2.91% | 7 |
|
|
2024
Q2 | $11.7M | Sell |
98,580
-1,666
| -2% | -$198K | 2.94% | 7 |
|
|
2024
Q1 | $12.1M | Buy |
100,246
+3,542
| +4% | +$429K | 3.05% | 6 |
|
|
2023
Q4 | $10.8M | Sell |
96,704
-5,255
| -5% | -$587K | 2.88% | 8 |
|
|
2023
Q3 | $10.5M | Buy |
101,959
+1,649
| +2% | +$170K | 3.09% | 7 |
|
|
2023
Q2 | $10.6M | Buy |
+100,310
| New | +$10.6M | 3.1% | 9 |
|