CVA Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
46,237
+1,978
| +4% | +$264K | 0.87% | 29 |
|
|
2025
Q1 | $5.71M | Buy |
44,259
+5,284
| +14% | +$681K | 0.87% | 30 |
|
|
2024
Q4 | $4.97M | Buy |
38,975
+404
| +1% | +$51.5K | 0.79% | 35 |
|
|
2024
Q3 | $4.94M | Buy |
38,571
+757
| +2% | +$97K | 0.8% | 29 |
|
|
2024
Q2 | $4.48M | Sell |
37,814
-139
| -0.4% | -$16.5K | 0.81% | 30 |
|
|
2024
Q1 | $4.59M | Buy |
37,953
+423
| +1% | +$51.2K | 0.82% | 28 |
|
|
2023
Q4 | $4.19M | Buy |
37,530
+18,380
| +96% | +$2.05M | 0.82% | 27 |
|
|
2023
Q3 | $1.98M | Buy |
19,150
+131
| +0.7% | +$13.5K | 0.45% | 47 |
|
|
2023
Q2 | $2.02M | Sell |
19,019
-575
| -3% | -$61K | 0.42% | 46 |
|
|
2023
Q1 | $2.07M | Hold |
19,594
| – | – | 0.46% | 44 |
|
|
2022
Q4 | $2.12M | Sell |
19,594
-2,025
| -9% | -$219K | 0.51% | 39 |
|
|
2022
Q3 | $2.05M | Buy |
21,619
+3,615
| +20% | +$343K | 0.56% | 46 |
|
|
2022
Q2 | $1.83M | Buy |
18,004
+2,210
| +14% | +$225K | 0.5% | 43 |
|
|
2022
Q1 | $1.77M | Buy |
15,794
+1,285
| +9% | +$144K | 0.42% | 49 |
|
|
2021
Q4 | $1.63M | Buy |
14,509
+2,450
| +20% | +$275K | 0.4% | 48 |
|
|
2021
Q3 | $976K | Sell |
12,059
-5,455
| -31% | -$442K | 0.71% | 34 |
|
|
2021
Q2 | $1.84M | Hold |
17,514
| – | – | 0.52% | 42 |
|
|
2021
Q1 | $1.77M | Buy |
17,514
+2,551
| +17% | +$258K | 0.67% | 35 |
|
|
2020
Q4 | $1.37M | Buy |
14,963
+2,904
| +24% | +$266K | 0.84% | 30 |
|
|
2020
Q3 | $976K | Buy |
12,059
+477
| +4% | +$38.6K | 0.71% | 34 |
|
|
2020
Q2 | $912K | Buy |
11,582
+10,602
| +1,082% | +$835K | 0.75% | 32 |
|
|
2020
Q1 | $69K | Buy |
+980
| New | +$69K | 0.07% | 122 |
|