FP
Fiduciary Planning’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-498
| Closed | -$50K | – | 272 |
|
|
2021
Q1 | $50K | Buy |
498
+210
| +73% | +$21.1K | 0.08% | 75 |
|
|
2020
Q4 | $26K | Buy |
288
+3
| +1% | +$271 | 0.04% | 100 |
|
|
2020
Q3 | $23K | Buy |
+285
| New | +$23K | 0.04% | 85 |
|
|
2020
Q1 | – | Sell |
-52,023
| Closed | -$4.84M | – | 74 |
|
|
2019
Q4 | $4.84M | Buy |
+52,023
| New | +$4.84M | 4.47% | 6 |
|