CPWM
Cypress Point Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
10,407
| – | – | 0.34% | 38 |
|
|
2025
Q1 | $1.34M | Sell |
10,407
-375
| -3% | -$48.4K | 0.43% | 36 |
|
|
2024
Q4 | $1.38M | Hold |
10,782
| – | – | 0.43% | 37 |
|
|
2024
Q3 | $1.38M | Sell |
10,782
-1,190
| -10% | -$153K | 0.54% | 38 |
|
|
2024
Q2 | $1.42M | Hold |
11,972
| – | – | 0.67% | 36 |
|
|
2024
Q1 | $1.45M | Sell |
11,972
-5,110
| -30% | -$618K | 0.74% | 33 |
|
|
2023
Q4 | $1.91M | Sell |
17,082
-3,345
| -16% | -$373K | 1.42% | 22 |
|
|
2023
Q3 | $2.11M | Sell |
20,427
-3,000
| -13% | -$310K | 1.85% | 16 |
|
|
2023
Q2 | $2.48M | Sell |
23,427
-5,000
| -18% | -$530K | 2.65% | 9 |
|
|
2023
Q1 | $3M | Sell |
28,427
-855
| -3% | -$90.2K | 4.23% | 7 |
|
|
2022
Q4 | $3.17M | Buy |
29,282
+6,300
| +27% | +$682K | 4.97% | 6 |
|
|
2022
Q3 | $2.18M | Hold |
22,982
| – | – | 4.05% | 6 |
|
|
2022
Q2 | $2.34M | Hold |
22,982
| – | – | 4.1% | 6 |
|
|
2022
Q1 | $2.58M | Hold |
22,982
| – | – | 2.62% | 15 |
|
|
2021
Q4 | $2.58M | Hold |
22,982
| – | – | 2.39% | 9 |
|
|
2021
Q3 | $2.38M | Hold |
22,982
| – | – | 1.69% | 11 |
|
|
2021
Q2 | $2.41M | Sell |
22,982
-159
| -0.7% | -$16.7K | 1.71% | 10 |
|
|
2021
Q1 | $2.34M | Buy |
23,141
+13,600
| +143% | +$1.37M | 2.43% | 7 |
|
|
2020
Q4 | $873K | Buy |
+9,541
| New | +$873K | 1.33% | 22 |
|