AFAS
Acorn Financial Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,015
| Closed | -$1.79M | – | 257 |
|
|
2023
Q4 | $1.79M | Sell |
16,015
-5,308
| -25% | -$594K | 0.31% | 48 |
|
|
2023
Q3 | $2.18M | Sell |
21,323
-264
| -1% | -$27K | 0.39% | 35 |
|
|
2023
Q2 | $2.29M | Buy |
21,587
+5
| +0% | +$530 | 0.41% | 28 |
|
|
2023
Q1 | $2.28M | Buy |
21,582
+114
| +0.5% | +$12K | 0.44% | 24 |
|
|
2022
Q4 | $2.32M | Buy |
21,468
+7,964
| +59% | +$862K | 0.49% | 23 |
|
|
2022
Q3 | $1.29M | Buy |
+13,504
| New | +$1.29M | 0.31% | 50 |
|