CTWM
Cherry Tree Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.01M | Sell |
87,543
-1,105
| -1% | -$88.5K | 1.63% | 18 |
|
2025
Q1 | $6.53M | Sell |
88,648
-951
| -1% | -$70.1K | 1.58% | 17 |
|
2024
Q4 | $6.08M | Sell |
89,599
-1,562
| -2% | -$106K | 1.51% | 17 |
|
2024
Q3 | $6.69M | Sell |
91,161
-808
| -0.9% | -$59.3K | 1.59% | 18 |
|
2024
Q2 | $6.3M | Buy |
91,969
+583
| +0.6% | +$40K | 1.58% | 19 |
|
2024
Q1 | $6.29M | Sell |
91,386
-441
| -0.5% | -$30.3K | 1.58% | 19 |
|
2023
Q4 | $6.11M | Sell |
91,827
-1,420
| -2% | -$94.4K | 1.63% | 19 |
|
2023
Q3 | $5.77M | Buy |
93,247
+3,353
| +4% | +$208K | 1.69% | 19 |
|
2023
Q2 | $5.68M | Buy |
+89,894
| New | +$5.68M | 1.65% | 19 |
|