AWA
Alaska Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,460
| Closed | -$457K | – | 61 |
|
|
2020
Q1 | $457K | Hold |
6,460
| – | – | 0.13% | 32 |
|
|
2019
Q4 | $605K | Buy |
6,460
+1,674
| +35% | +$157K | 0.1% | 37 |
|
|
2019
Q3 | $425K | Sell |
4,786
-9,160
| -66% | -$813K | 0.05% | 28 |
|
|
2019
Q2 | $1.2M | Hold |
13,946
| – | – | 0.13% | 27 |
|
|
2019
Q1 | $1.2M | Buy |
13,946
+5,596
| +67% | +$480K | 0.13% | 27 |
|
|
2018
Q4 | $651K | Hold |
8,350
| – | – | 0.2% | 28 |
|
|
2018
Q3 | $727K | Hold |
8,350
| – | – | 0.22% | 25 |
|
|
2018
Q2 | $693K | Hold |
8,350
| – | – | 0.22% | 25 |
|
|
2018
Q1 | $688K | Hold |
8,350
| – | – | 0.24% | 25 |
|
|
2017
Q4 | $715K | Buy |
+8,350
| New | +$715K | 0.26% | 24 |
|