BFG
Barber Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-46,973
| Closed | -$3.81M | – | 141 |
|
2017
Q3 | $3.81M | Sell |
46,973
-4,513
| -9% | -$366K | 1.08% | 30 |
|
2017
Q2 | $4.02M | Buy |
51,486
+3,955
| +8% | +$309K | 1.31% | 23 |
|
2017
Q1 | $3.69M | Buy |
47,531
+2,185
| +5% | +$170K | 1.26% | 23 |
|
2016
Q4 | $3.44M | Buy |
+45,346
| New | +$3.44M | 1.24% | 21 |
|