1834 Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-774
| Closed | -$68K | – | 499 |
|
|
2019
Q2 | $68K | Buy |
774
+6
| +0.8% | +$527 | 0.01% | 256 |
|
|
2019
Q1 | $66K | Buy |
768
+5
| +0.7% | +$430 | 0.01% | 254 |
|
|
2018
Q4 | $59K | Buy |
763
+13
| +2% | +$1.01K | 0.01% | 254 |
|
|
2018
Q3 | $65K | Hold |
750
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $62K | Buy |
750
+12
| +2% | +$992 | 0.01% | 261 |
|
|
2018
Q1 | $61K | Hold |
738
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $63K | Buy |
+738
| New | +$63K | 0.01% | 276 |
|