Dowling & Yahnke’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-2,257
| Closed | -$211K | – | 384 |
|
2019
Q4 | $211K | Hold |
2,257
| – | – | 0.02% | 294 |
|
2019
Q3 | $200K | Buy |
+2,257
| New | +$200K | 0.02% | 298 |
|
2019
Q2 | – | Sell |
-2,337
| Closed | -$200K | – | 300 |
|
2019
Q1 | $200K | Sell |
2,337
-45
| -2% | -$3.85K | 0.02% | 252 |
|
2018
Q4 | $205K | Hold |
2,382
| – | – | 0.02% | 241 |
|
2018
Q3 | $207K | Sell |
2,382
-120
| -5% | -$10.4K | 0.02% | 274 |
|
2018
Q2 | $208K | Sell |
2,502
-558
| -18% | -$46.4K | 0.02% | 273 |
|
2018
Q1 | $252K | Buy |
3,060
+50
| +2% | +$4.12K | 0.02% | 259 |
|
2017
Q4 | $258K | Buy |
3,010
+526
| +21% | +$45.1K | 0.02% | 267 |
|
2017
Q3 | $201K | Buy |
+2,484
| New | +$201K | 0.02% | 272 |
|