CPA
Clear Perspective Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.94M | Hold |
17,321
| – | – | 0.59% | 30 |
|
|
2021
Q3 | $1.79M | Hold |
17,321
| – | – | 0.61% | 30 |
|
|
2021
Q2 | $1.82M | Hold |
17,321
| – | – | 0.63% | 34 |
|
|
2021
Q1 | $1.75M | Buy |
17,321
+21
| +0.1% | +$2.12K | 0.68% | 31 |
|
|
2020
Q4 | $1.58M | Sell |
17,300
-100
| -0.6% | -$9.15K | 0.65% | 31 |
|
|
2020
Q3 | $258 | Buy |
+17,400
| New | +$258 | 0.12% | 118 |
|
|
2020
Q2 | – | Sell |
-8,800
| Closed | -$623K | – | 133 |
|
|
2020
Q1 | $623K | Sell |
8,800
-1,675
| -16% | -$119K | 0.42% | 47 |
|
|
2019
Q4 | $982K | Sell |
10,475
-10,625
| -50% | -$996K | 0.61% | 44 |
|
|
2019
Q3 | $1.86M | Buy |
21,100
+10,550
| +100% | +$929K | 0.84% | 27 |
|
|
2019
Q2 | $922K | Buy |
10,550
+3,600
| +52% | +$315K | 0.59% | 42 |
|
|
2019
Q1 | $595K | Hold |
6,950
| – | – | 0.42% | 67 |
|
|
2018
Q4 | $542K | Hold |
6,950
| – | – | 0.45% | 70 |
|
|
2018
Q3 | $605K | Hold |
6,950
| – | – | 0.45% | 72 |
|
|
2018
Q2 | $577K | Hold |
6,950
| – | – | 0.4% | 73 |
|
|
2018
Q1 | $573K | Hold |
6,950
| – | – | 0.43% | 66 |
|
|
2017
Q4 | $595K | Hold |
6,950
| – | – | 0.45% | 60 |
|
|
2017
Q3 | $563K | Hold |
6,950
| – | – | 0.46% | 57 |
|
|
2017
Q2 | $543K | Buy |
6,950
+1,650
| +31% | +$129K | 0.46% | 56 |
|
|
2017
Q1 | $412K | Hold |
5,300
| – | – | 0.27% | 78 |
|
|
2016
Q4 | $402K | Buy |
+5,300
| New | +$402K | 0.27% | 82 |
|