CM Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Hold |
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|
2025
Q1 | $620K | Hold |
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|
2024
Q4 | $613K | Hold |
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|
2024
Q3 | $616K | Hold |
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|
2024
Q2 | $570K | Sell |
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|
2024
Q1 | $648K | Buy |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $503K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $456M | Hold |
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|
2022
Q2 | $489K | Buy |
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