B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $641 | Sell |
6,302
-15
| -0.2% | -$2 | ﹤0.01% | 363 |
|
|
2022
Q1 | $709K | Sell |
6,317
-29
| -0.5% | -$3.26K | 0.05% | 264 |
|
|
2021
Q4 | $711K | Sell |
6,346
-56
| -0.9% | -$6.27K | 0.05% | 277 |
|
|
2021
Q3 | $662K | Buy |
6,402
+1,937
| +43% | +$200K | 0.05% | 283 |
|
|
2021
Q2 | $468K | Buy |
4,465
+1,225
| +38% | +$128K | 0.05% | 244 |
|
|
2021
Q1 | $328K | Sell |
3,240
-920
| -22% | -$93.1K | 0.04% | 287 |
|
|
2020
Q4 | $381K | Hold |
4,160
| – | – | 0.05% | 244 |
|
|
2020
Q3 | $337K | Sell |
4,160
-1,149
| -22% | -$93.1K | 0.04% | 286 |
|
|
2020
Q2 | $418K | Sell |
5,309
-1,419
| -21% | -$112K | 0.05% | 246 |
|
|
2020
Q1 | $476K | Buy |
+6,728
| New | +$476K | 0.05% | 271 |
|
|
2015
Q3 | – | Sell |
-1,070
| Closed | -$72K | – | 747 |
|
|
2015
Q2 | $72K | Sell |
1,070
-250
| -19% | -$16.8K | 0.06% | 336 |
|
|
2015
Q1 | $90K | Hold |
1,320
| – | – | 0.07% | 302 |
|
|
2014
Q4 | $90K | Hold |
1,320
| – | – | 0.07% | 292 |
|
|
2014
Q3 | $87K | Hold |
1,320
| – | – | 0.06% | 316 |
|
|
2014
Q2 | $87K | Buy |
1,320
+115
| +10% | +$7.58K | 0.06% | 375 |
|
|
2014
Q1 | $76K | Buy |
+1,205
| New | +$76K | 0.06% | 368 |
|