C1AG
Client 1st Advisory Group’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 | $308K | Sell |
2,312
-857
| -27% | -$114K | 0.11% | 95 |
|
|
2025
Q1 | $409K | Buy |
+3,169
| New | +$409K | 0.16% | 69 |
|
|
2024
Q2 | – | Sell |
-1,705
| Closed | -$206K | – | 119 |
|
|
2024
Q1 | $206K | Buy |
+1,705
| New | +$206K | 0.09% | 108 |
|
|
2023
Q3 | – | Sell |
-2,578
| Closed | -$273K | – | 106 |
|
|
2023
Q2 | $273K | Buy |
+2,578
| New | +$273K | 0.14% | 83 |
|