CWM
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Copia Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Copia Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Buy
2,288
+19
+0.8% +$2.53K 0.26% 74
2025
Q1 		$293K Sell
2,269
-25
-1% -$3.22K 0.27% 72
2024
Q4 		$293K Buy
+2,294
New +$293K 0.28% 68