CWS
Cypress Wealth Services’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 | $6.18M | Buy |
46,343
+2,496
| +6% | +$333K | 1.11% | 22 |
|
|
2025
Q1 | $5.65M | Sell |
43,847
-119
| -0.3% | -$15.3K | 1.15% | 19 |
|
|
2024
Q4 | $5.61M | Sell |
43,966
-1,114
| -2% | -$142K | 1.13% | 20 |
|
|
2024
Q3 | $5.78M | Sell |
45,080
-1,671
| -4% | -$214K | 1.19% | 19 |
|
|
2024
Q2 | $5.54M | Sell |
46,751
-1,452
| -3% | -$172K | 1.23% | 19 |
|
|
2024
Q1 | $5.83M | Sell |
48,203
-2,426
| -5% | -$294K | 1.36% | 18 |
|
|
2023
Q4 | $5.65M | Sell |
50,629
-1,561
| -3% | -$174K | 1.41% | 16 |
|
|
2023
Q3 | $5.39M | Sell |
52,190
-1,011
| -2% | -$104K | 1.49% | 11 |
|
|
2023
Q2 | $5.68M | Sell |
53,201
-1,769
| -3% | -$189K | 1.49% | 15 |
|
|
2023
Q1 | $5.8M | Sell |
54,970
-1,357
| -2% | -$143K | 1.7% | 11 |
|
|
2022
Q4 | $6.1M | Sell |
56,327
-1,735
| -3% | -$188K | 1.96% | 7 |
|
|
2022
Q3 | $5.63M | Sell |
58,062
-230
| -0.4% | -$22.3K | 1.91% | 9 |
|
|
2022
Q2 | $5.93M | Buy |
58,292
+309
| +0.5% | +$31.4K | 1.89% | 9 |
|
|
2022
Q1 | $6.51M | Sell |
57,983
-364
| -0.6% | -$40.9K | 1.77% | 12 |
|
|
2021
Q4 | $6.54M | Sell |
58,347
-585
| -1% | -$65.6K | 1.79% | 10 |
|
|
2021
Q3 | $6.09M | Buy |
58,932
+207
| +0.4% | +$21.4K | 1.82% | 12 |
|
|
2021
Q2 | $6.15M | Buy |
58,725
+747
| +1% | +$78.3K | 1.68% | 12 |
|
|
2021
Q1 | $5.86M | Buy |
57,978
+175
| +0.3% | +$17.7K | 1.23% | 21 |
|
|
2020
Q4 | $5.29M | Buy |
+57,803
| New | +$5.29M | 1.18% | 21 |
|
|
2020
Q3 | – | Sell |
-51,961
| Closed | -$4.09M | – | 252 |
|
|
2020
Q2 | $4.09M | Sell |
51,961
-3,880
| -7% | -$306K | 0.97% | 28 |
|
|
2020
Q1 | $3.95M | Sell |
55,841
-2,440
| -4% | -$173K | 1.16% | 21 |
|
|
2019
Q4 | $5.46M | Sell |
58,281
-521
| -0.9% | -$48.8K | 1.38% | 18 |
|
|
2019
Q3 | $5.22M | Buy |
58,802
+3,431
| +6% | +$304K | 1.43% | 16 |
|
|
2019
Q2 | $4.84M | Sell |
55,371
-320
| -0.6% | -$28K | 1.4% | 18 |
|
|
2019
Q1 | $4.77M | Sell |
55,691
-5,100
| -8% | -$437K | 1.51% | 16 |
|
|
2018
Q4 | $4.74M | Buy |
60,791
+10,459
| +21% | +$816K | 1.88% | 12 |
|
|
2018
Q3 | $4.38M | Buy |
50,332
+2,324
| +5% | +$202K | 1.57% | 18 |
|
|
2018
Q2 | $3.99M | Buy |
48,008
+1,573
| +3% | +$131K | 1.51% | 19 |
|
|
2018
Q1 | $3.83M | Buy |
46,435
+2,152
| +5% | +$177K | 1.63% | 18 |
|
|
2017
Q4 | $3.79M | Buy |
+44,283
| New | +$3.79M | 1.57% | 20 |
|