AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $451K | Buy |
4,301
+225
| +6% | +$23.6K | 0.03% | 76 |
|
|
2021
Q1 | $412K | Sell |
4,076
-180
| -4% | -$18.2K | 0.03% | 75 |
|
|
2020
Q4 | $389K | Sell |
4,256
-1,370
| -24% | -$125K | 0.03% | 73 |
|
|
2020
Q3 | $455K | Buy |
5,626
+1,370
| +32% | +$111K | 0.04% | 70 |
|
|
2020
Q2 | $335K | Hold |
4,256
| – | – | 0.04% | 69 |
|
|
2020
Q1 | $301K | Buy |
4,256
+376
| +10% | +$26.6K | 0.03% | 84 |
|
|
2019
Q4 | $364K | Hold |
3,880
| – | – | 0.03% | 84 |
|
|
2019
Q3 | $344K | Sell |
3,880
-570
| -13% | -$50.5K | 0.03% | 81 |
|
|
2019
Q2 | $389K | Buy |
+4,450
| New | +$389K | 0.04% | 74 |
|
|
2018
Q2 | – | Sell |
-7,308
| Closed | -$603K | – | 79 |
|
|
2018
Q1 | $603K | Sell |
7,308
-85
| -1% | -$7.01K | 0.1% | 55 |
|
|
2017
Q4 | $633K | Buy |
+7,393
| New | +$633K | 0.12% | 50 |
|