CWP
Curated Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 145 |
|
|
2024
Q1 | – | Sell |
-37,634
| Closed | -$4.2M | – | 144 |
|
|
2023
Q4 | $4.2M | Sell |
37,634
-33,959
| -47% | -$3.79M | 0.69% | 11 |
|
|
2023
Q3 | $7.4M | Sell |
71,593
-26,755
| -27% | -$2.76M | 1.35% | 7 |
|
|
2023
Q2 | $10.4M | Sell |
98,348
-3,149
| -3% | -$334K | 2.03% | 4 |
|
|
2023
Q1 | $10.7M | Buy |
101,497
+14,291
| +16% | +$1.51M | 2.41% | 4 |
|
|
2022
Q4 | $9.44M | Buy |
87,206
+24,236
| +38% | +$2.62M | 2.29% | 4 |
|
|
2022
Q3 | $5.98M | Buy |
62,970
+36,825
| +141% | +$3.49M | 1.76% | 5 |
|
|
2022
Q2 | $2.66M | Buy |
+26,145
| New | +$2.66M | 0.78% | 10 |
|