BC
Burney Company’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,034
| Closed | -$215K | – | 595 |
|
|
2023
Q1 | $215K | Buy |
+2,034
| New | +$215K | 0.01% | 533 |
|
|
2020
Q1 | – | Sell |
-2,485
| Closed | -$233K | – | 477 |
|
|
2019
Q4 | $233K | Buy |
+2,485
| New | +$233K | 0.01% | 435 |
|
|
2019
Q2 | – | Sell |
-2,978
| Closed | -$255K | – | 462 |
|
|
2019
Q1 | $255K | Buy |
+2,978
| New | +$255K | 0.02% | 402 |
|
|
2018
Q3 | – | Sell |
-2,652
| Closed | -$220K | – | 474 |
|
|
2018
Q2 | $220K | Buy |
+2,652
| New | +$220K | 0.01% | 421 |
|