Cyndeo Wealth Partners’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 | $384K | Buy |
2,878
+3
| +0.1% | +$400 | 0.02% | 340 |
|
|
2025
Q1 | $371K | Sell |
2,875
-258
| -8% | -$33.3K | 0.02% | 333 |
|
|
2024
Q4 | $400K | Hold |
3,133
| – | – | 0.03% | 327 |
|
|
2024
Q3 | $402K | Hold |
3,133
| – | – | 0.03% | 325 |
|
|
2024
Q2 | $372K | Hold |
3,133
| – | – | 0.03% | 310 |
|
|
2024
Q1 | $379K | Hold |
3,133
| – | – | 0.03% | 296 |
|
|
2023
Q4 | $350K | Hold |
3,133
| – | – | 0.03% | 291 |
|
|
2023
Q3 | $324K | Hold |
3,133
| – | – | 0.03% | 264 |
|
|
2023
Q2 | $332K | Sell |
3,133
-80
| -2% | -$8.49K | 0.03% | 255 |
|
|
2023
Q1 | $339K | Buy |
3,213
+80
| +3% | +$8.44K | 0.04% | 250 |
|
|
2022
Q4 | $339K | Buy |
+3,133
| New | +$339K | 0.04% | 249 |
|