BWA
BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.43K | Hold |
70
| – | – | ﹤0.01% | 737 |
|
|
2023
Q1 | $7.39K | Hold |
70
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $7.58K | Hold |
70
| – | – | ﹤0.01% | 724 |
|
|
2022
Q3 | $7K | Hold |
70
| – | – | ﹤0.01% | 784 |
|
|
2022
Q2 | $7K | Sell |
70
-20
| -22% | -$2K | ﹤0.01% | 752 |
|
|
2022
Q1 | $10K | Hold |
90
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 731 |
|
|
2021
Q3 | $9K | Hold |
90
| – | – | ﹤0.01% | 752 |
|
|
2021
Q2 | $9K | Hold |
90
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $9K | Hold |
90
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 583 |
|
|
2020
Q3 | $7K | Buy |
90
+50
| +125% | +$3.89K | ﹤0.01% | 532 |
|
|
2020
Q2 | $3K | Sell |
40
-2,850
| -99% | -$214K | ﹤0.01% | 608 |
|
|
2020
Q1 | $204K | Buy |
2,890
+2,850
| +7,125% | +$201K | 0.04% | 203 |
|
|
2019
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 532 |
|
|
2019
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 557 |
|
|
2019
Q2 | $3K | Sell |
40
-57
| -59% | -$4.28K | ﹤0.01% | 571 |
|
|
2019
Q1 | $8K | Hold |
97
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $8K | Hold |
97
| – | – | ﹤0.01% | 428 |
|
|
2018
Q3 | $8K | Hold |
97
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $8K | Hold |
97
| – | – | ﹤0.01% | 416 |
|
|
2017
Q4 | $8K | Hold |
97
| – | – | ﹤0.01% | 355 |
|
|
2017
Q3 | $8K | Hold |
97
| – | – | ﹤0.01% | 322 |
|
|
2017
Q2 | $8K | Buy |
+97
| New | +$8K | ﹤0.01% | 403 |
|