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