AWM
Altavista Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $267K | Hold |
2,385
| – | – | 0.05% | 166 |
|
|
2021
Q3 | $246K | Sell |
2,385
-795
| -25% | -$82K | 0.05% | 170 |
|
|
2021
Q2 | $333K | Buy |
3,180
+985
| +45% | +$103K | 0.07% | 147 |
|
|
2021
Q1 | $222K | Hold |
2,195
| – | – | 0.05% | 166 |
|
|
2020
Q4 | $201K | Buy |
+2,195
| New | +$201K | 0.05% | 173 |
|
|
2020
Q3 | – | Sell |
-7,300
| Closed | -$575K | – | 170 |
|
|
2020
Q2 | $575K | Sell |
7,300
-250
| -3% | -$19.7K | 0.17% | 90 |
|
|
2020
Q1 | $534K | Sell |
7,550
-2,940
| -28% | -$208K | 0.18% | 85 |
|
|
2019
Q4 | $983K | Sell |
10,490
-4,201
| -29% | -$394K | 0.29% | 69 |
|
|
2019
Q3 | $1.3M | Buy |
14,691
+25
| +0.2% | +$2.22K | 0.41% | 56 |
|
|
2019
Q2 | $1.28M | Buy |
14,666
+2,310
| +19% | +$202K | 0.41% | 57 |
|
|
2019
Q1 | $1.06M | Buy |
12,356
+846
| +7% | +$72.4K | 0.37% | 62 |
|
|
2018
Q4 | $898K | Buy |
11,510
+1,867
| +19% | +$146K | 0.37% | 67 |
|
|
2018
Q3 | $840K | Hold |
9,643
| – | – | 0.31% | 80 |
|
|
2018
Q2 | $801K | Buy |
9,643
+20
| +0.2% | +$1.66K | 0.32% | 77 |
|
|
2018
Q1 | $794K | Buy |
+9,623
| New | +$794K | 0.34% | 77 |
|