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 |
|