BFWA
Benchmark Financial 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
Q1 | – | Sell |
-127,517
| Closed | -$13.8M | – | 73 |
|
|
2022
Q4 | $13.8M | Buy |
127,517
+18,324
| +17% | +$1.98M | 7.51% | 4 |
|
|
2022
Q3 | $10.4M | Sell |
109,193
-9,019
| -8% | -$856K | 6.09% | 6 |
|
|
2022
Q2 | $12M | Buy |
118,212
+4,213
| +4% | +$428K | 6.16% | 5 |
|
|
2022
Q1 | $12.8M | Buy |
113,999
+10,982
| +11% | +$1.23M | 5.44% | 6 |
|
|
2021
Q4 | $11.5M | Buy |
103,017
+16,824
| +20% | +$1.89M | 4.83% | 7 |
|
|
2021
Q3 | $8.91M | Buy |
86,193
+6,482
| +8% | +$670K | 4.23% | 8 |
|
|
2021
Q2 | $8.35M | Buy |
79,711
+8,713
| +12% | +$913K | 3.99% | 8 |
|
|
2021
Q1 | $7.18M | Buy |
70,998
+2,479
| +4% | +$251K | 3.92% | 8 |
|
|
2020
Q4 | $6.27M | Buy |
68,519
+2,396
| +4% | +$219K | 3.45% | 9 |
|
|
2020
Q3 | $5.35M | Buy |
66,123
+2,158
| +3% | +$175K | 3.45% | 9 |
|
|
2020
Q2 | $5.04M | Buy |
+63,965
| New | +$5.04M | 3.71% | 8 |
|