Berman Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$215K Hold
2,082
0.03% 252
2021
Q2
$218K Hold
2,082
0.03% 218
2021
Q1
$210K Hold
2,082
0.04% 185
2020
Q4
$190K Hold
2,082
0.05% 173
2020
Q3
$168K Hold
2,082
0.05% 165
2020
Q2
$164K Hold
2,082
0.04% 163
2020
Q1
$147K Buy
2,082
+16
+0.8% +$1.13K 0.05% 151
2019
Q4
$193K Buy
2,066
+17
+0.8% +$1.59K 0.06% 140
2019
Q3
$181K Buy
2,049
+18
+0.9% +$1.59K 0.06% 143
2019
Q2
$177K Buy
2,031
+15
+0.7% +$1.31K 0.06% 141
2019
Q1
$172K Buy
2,016
+15
+0.7% +$1.28K 0.06% 138
2018
Q4
$156K Buy
+2,001
New +$156K 0.06% 122