CWA
Clearview Wealth Advisors’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 | $340K | Sell |
2,550
-46
| -2% | -$6.13K | 0.24% | 82 |
|
|
2025
Q1 | $335K | Sell |
2,596
-50
| -2% | -$6.45K | 0.25% | 75 |
|
|
2024
Q4 | $338K | Buy |
2,646
+228
| +9% | +$29.1K | 0.26% | 71 |
|
|
2024
Q3 | $310K | Sell |
2,418
-429
| -15% | -$55K | 0.24% | 77 |
|
|
2024
Q2 | $338K | Sell |
2,847
-22
| -0.8% | -$2.61K | 0.29% | 67 |
|
|
2024
Q1 | $347K | Sell |
2,869
-1,721
| -37% | -$208K | 0.35% | 71 |
|
|
2023
Q4 | $512K | Sell |
4,590
-130
| -3% | -$14.5K | 0.6% | 55 |
|
|
2023
Q3 | $488K | Sell |
4,720
-515
| -10% | -$53.2K | 0.6% | 61 |
|
|
2023
Q2 | $555K | Sell |
5,235
-157
| -3% | -$16.7K | 0.56% | 55 |
|
|
2023
Q1 | $569K | Sell |
5,392
-20,562
| -79% | -$2.17M | 0.58% | 53 |
|
|
2022
Q4 | $2.81M | Buy |
25,954
+24,922
| +2,415% | +$2.7M | 2.17% | 9 |
|
|
2022
Q3 | $98K | Sell |
1,032
-20
| -2% | -$1.9K | 0.08% | 117 |
|
|
2022
Q2 | $107K | Sell |
1,052
-172
| -14% | -$17.5K | 0.08% | 118 |
|
|
2022
Q1 | $137K | Sell |
1,224
-43
| -3% | -$4.81K | 0.09% | 106 |
|
|
2021
Q4 | $142K | Sell |
1,267
-2,067
| -62% | -$232K | 0.09% | 128 |
|
|
2021
Q3 | $345K | Sell |
3,334
-7,357
| -69% | -$761K | 0.22% | 87 |
|
|
2021
Q2 | $1.12M | Buy |
10,691
+6,213
| +139% | +$651K | 0.69% | 34 |
|
|
2021
Q1 | $453K | Buy |
4,478
+4,468
| +44,680% | +$452K | 0.29% | 67 |
|
|
2020
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 555 |
|