BPWA
Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13.6M | Buy |
144,829
+13,822
| +11% | +$1.3M | 2.5% | 11 |
|
|
2019
Q3 | $11.6M | Buy |
131,007
+7,613
| +6% | +$675K | 2.45% | 10 |
|
|
2019
Q2 | $10.8M | Buy |
123,394
+8,517
| +7% | +$743K | 2.28% | 10 |
|
|
2019
Q1 | $9.84M | Sell |
114,877
-166
| -0.1% | -$14.2K | 2.24% | 11 |
|
|
2018
Q4 | $8.98M | Buy |
+115,043
| New | +$8.98M | 3.24% | 4 |
|