CWM
Collaborative Wealth Management’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 | $1.34M | Sell |
10,066
-636
| -6% | -$84.8K | 0.59% | 39 |
|
|
2025
Q1 | $1.38M | Buy |
10,702
+135
| +1% | +$17.4K | 0.65% | 35 |
|
|
2024
Q4 | $1.35M | Sell |
10,567
-104
| -1% | -$13.3K | 0.61% | 37 |
|
|
2024
Q3 | $1.37M | Sell |
10,671
-29
| -0.3% | -$3.72K | 0.62% | 34 |
|
|
2024
Q2 | $1.27M | Buy |
10,700
+16
| +0.1% | +$1.9K | 0.62% | 38 |
|
|
2024
Q1 | $1.29M | Sell |
10,684
-1,079
| -9% | -$131K | 0.65% | 38 |
|
|
2023
Q4 | $1.31M | Sell |
11,763
-318
| -3% | -$35.5K | 0.71% | 33 |
|
|
2023
Q3 | $1.25M | Sell |
12,081
-2,995
| -20% | -$309K | 0.74% | 32 |
|
|
2023
Q2 | $1.6M | Sell |
15,076
-722
| -5% | -$76.6K | 0.95% | 28 |
|
|
2023
Q1 | $1.67M | Sell |
15,798
-2,058
| -12% | -$217K | 1.05% | 25 |
|
|
2022
Q4 | $1.93M | Sell |
17,856
-629
| -3% | -$68.1K | 1.27% | 20 |
|
|
2022
Q3 | $1.75M | Sell |
18,485
-682
| -4% | -$64.7K | 1.24% | 20 |
|
|
2022
Q2 | $1.95M | Buy |
+19,167
| New | +$1.95M | 1.28% | 20 |
|
|
2021
Q4 | $2.16M | Buy |
+19,225
| New | +$2.16M | 1.18% | 19 |
|
|
2021
Q1 | $2.17M | Buy |
+19,331
| New | +$2.17M | 1.25% | 18 |
|