CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52,087
| Closed | -$5.81M | – | 192 |
|
|
2023
Q4 | $5.81M | Sell |
52,087
-1,235
| -2% | -$138K | 0.14% | 62 |
|
|
2023
Q3 | $5.51M | Sell |
53,322
-481
| -0.9% | -$49.7K | 0.15% | 60 |
|
|
2023
Q2 | $5.71M | Sell |
53,803
-1,186
| -2% | -$126K | 0.16% | 58 |
|
|
2023
Q1 | $5.8M | Sell |
54,989
-36,543
| -40% | -$3.86M | 0.17% | 58 |
|
|
2022
Q4 | $9.9M | Buy |
+91,532
| New | +$9.9M | 0.37% | 46 |
|
|
2022
Q3 | – | Sell |
-24,744
| Closed | -$2.52M | – | 177 |
|
|
2022
Q2 | $2.52M | Buy |
24,744
+9,922
| +67% | +$1.01M | 0.1% | 80 |
|
|
2022
Q1 | $1.66M | Buy |
+14,822
| New | +$1.66M | 0.06% | 115 |
|