Cornerstone Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $8.57M | Buy |
+99,947
| New | +$8.57M | 2.8% | 9 |
|
|
2017
Q1 | – | Sell |
-80,909
| Closed | -$6.14M | – | 175 |
|
|
2016
Q4 | $6.14M | Buy |
80,909
+474
| +0.6% | +$35.9K | 1.96% | 14 |
|
|
2016
Q3 | $5.8M | Sell |
80,435
-2,670
| -3% | -$193K | 2.03% | 15 |
|
|
2016
Q2 | $5.96M | Buy |
83,105
+3,616
| +5% | +$259K | 2.12% | 10 |
|
|
2016
Q1 | $5.48M | Buy |
+79,489
| New | +$5.48M | 2.13% | 7 |
|