BWCS
Beirne Wealth Consulting Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,541
| Closed | -$332K | – | 98 |
|
|
2019
Q4 | $332K | Sell |
3,541
-6,500
| -65% | -$609K | 0.29% | 62 |
|
|
2019
Q3 | $891K | Sell |
10,041
-480
| -5% | -$42.6K | 0.74% | 38 |
|
|
2019
Q2 | $919K | Buy |
10,521
+4,393
| +72% | +$384K | 0.82% | 37 |
|
|
2019
Q1 | $525K | Buy |
6,128
+691
| +13% | +$59.2K | 0.41% | 73 |
|
|
2018
Q4 | $424K | Buy |
+5,437
| New | +$424K | 0.36% | 89 |
|