Connecticut Wealth Management’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
$2.82M Sell
2025
Q1
$2.75M Hold
2024
Q4
$2.72M Hold
2024
Q3
$2.74M Sell
2024
Q2
$2.65M Sell
2024
Q1
$3.01M Buy
2023
Q4
$2.77M Buy
2023
Q3
$2.24M Sell
2023
Q2
$2.33M Buy
2023
Q1
$2.32M Buy
2022
Q4
$1.39M Sell
2022
Q3
$1.22M Sell
2022
Q2
$1.33M Sell
2022
Q1
$1.58M Sell
2021
Q4
$1.65M Sell
2021
Q3
$1.79M Buy
2021
Q2
$1.8M Sell
2021
Q1
$1.89M Hold
2020
Q4
$1.71M Sell
2020
Q3
$1.55M Sell
2020
Q2
$1.74M Sell
2020
Q1
$2.67M Sell
2019
Q4
$3.72M Sell
2019
Q3
$3.77M Sell
2019
Q2
$3.79M Buy