Alera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,397
| Closed | -$346K | – | 90 |
|
|
2020
Q2 | $346K | Sell |
4,397
-776
| -15% | -$61.1K | 0.18% | 46 |
|
|
2020
Q1 | $354K | Sell |
5,173
-1,045
| -17% | -$71.5K | 0.21% | 44 |
|
|
2019
Q4 | $583K | Sell |
6,218
-55
| -0.9% | -$5.16K | 0.27% | 32 |
|
|
2019
Q3 | $557K | Sell |
6,273
-644
| -9% | -$57.2K | 0.28% | 37 |
|
|
2019
Q2 | $604K | Buy |
6,917
+56
| +0.8% | +$4.89K | 0.31% | 36 |
|
|
2019
Q1 | $588K | Sell |
6,861
-3,602
| -34% | -$309K | 0.29% | 33 |
|
|
2018
Q4 | $816K | Buy |
+10,463
| New | +$816K | 0.5% | 32 |
|