Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$34K | – | 330 |
|
|
2021
Q4 | $34K | Buy |
+300
| New | +$34K | 0.02% | 215 |
|
|
2021
Q2 | $42K | Hold |
400
| – | – | 0.02% | 176 |
|
|
2021
Q1 | $40K | Buy |
+400
| New | +$40K | 0.02% | 175 |
|
|
2020
Q3 | $45K | Hold |
570
| – | – | 0.04% | 135 |
|
|
2020
Q2 | $45K | Buy |
+570
| New | +$45K | 0.04% | 135 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$4K | – | 245 |
|
|
2019
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 227 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 249 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 244 |
|
|
2018
Q4 | $4K | Sell |
50
-9
| -15% | -$720 | ﹤0.01% | 251 |
|
|
2018
Q3 | $5.14K | Hold |
59
| – | – | ﹤0.01% | 232 |
|
|
2018
Q2 | $4.9K | Buy |
+59
| New | +$4.9K | ﹤0.01% | 227 |
|