Cypress Point 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
Q3 | $1.47M | Hold |
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|
2025
Q2 | $1.39M | Hold |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.38M | Hold |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.42M | Hold |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $3.17M | Buy |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.34M | Hold |
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|
2022
Q1 | $2.58M | Hold |
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|
2021
Q4 | $2.58M | Hold |
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|
2021
Q3 | $2.38M | Hold |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.34M | Buy |
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|
2020
Q4 | $873K | Buy |
|