CWA
CM 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 | $641K | Hold |
4,805
| – | – | 0.19% | 45 |
|
|
2025
Q1 | $620K | Hold |
4,805
| – | – | 0.2% | 49 |
|
|
2024
Q4 | $613K | Hold |
4,805
| – | – | 0.2% | 47 |
|
|
2024
Q3 | $616K | Hold |
4,805
| – | – | 0.2% | 48 |
|
|
2024
Q2 | $570K | Sell |
4,805
-675
| -12% | -$80.1K | 0.27% | 37 |
|
|
2024
Q1 | $648K | Buy |
5,480
+675
| +14% | +$79.8K | 0.19% | 60 |
|
|
2023
Q4 | $536K | Hold |
4,805
| – | – | 0.23% | 41 |
|
|
2023
Q3 | $502K | Buy |
+4,805
| New | +$502K | 0.19% | 43 |
|
|
2023
Q2 | – | Sell |
-4,805
| Closed | -$503K | – | 426 |
|
|
2023
Q1 | $503K | Hold |
4,805
| – | – | 0.1% | 255 |
|
|
2022
Q4 | $520K | Hold |
4,805
| – | – | 0.27% | 38 |
|
|
2022
Q3 | $456M | Hold |
4,805
| – | – | 0.25% | 42 |
|
|
2022
Q2 | $489K | Buy |
+4,805
| New | +$489K | 0.3% | 40 |
|