DCM
Dimension Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,049
| Closed | -$1.14M | – | 93 |
|
|
2020
Q3 | $1.14M | Hold |
14,049
| – | – | 0.36% | 34 |
|
|
2020
Q2 | $1.11M | Hold |
14,049
| – | – | 0.35% | 35 |
|
|
2020
Q1 | $994K | Hold |
14,049
| – | – | 0.36% | 39 |
|
|
2019
Q4 | $1.32M | Hold |
14,049
| – | – | 0.39% | 34 |
|
|
2019
Q3 | $1.25M | Buy |
14,049
+1,460
| +12% | +$130K | 0.43% | 30 |
|
|
2019
Q2 | $1.1M | Hold |
12,589
| – | – | 0.37% | 32 |
|
|
2019
Q1 | $1.08M | Hold |
12,589
| – | – | 0.46% | 32 |
|
|
2018
Q4 | $982K | Buy |
+12,589
| New | +$982K | 0.48% | 31 |
|
|
2018
Q3 | – | Sell |
-11,873
| Closed | -$986K | – | 86 |
|
|
2018
Q2 | $986K | Hold |
11,873
| – | – | 0.54% | 30 |
|
|
2018
Q1 | $979K | Sell |
11,873
-2,685
| -18% | -$221K | 0.55% | 31 |
|
|
2017
Q4 | $1.25M | Buy |
+14,558
| New | +$1.25M | 0.78% | 22 |
|