Confluence Wealth Services, Inc.'s ownership history for VYM

Confluence Wealth Services, Inc. currently holds 24.6K shares with a market value of $3.5M. It started holding VYM on 2024-09-30. At its peak, it held 24.8K shares on 2025-03-31. Its highest holding value was $3.5M on 2025-09-30. At its lowest, it held 20.2K shares on 2024-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has decreased its shares by 212. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 4.4K.