Fiduciary Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-141,809
| Closed | -$11M | – | 14 |
|
|
2017
Q1 | $11M | Sell |
141,809
-9,746
| -6% | -$757K | 11.16% | 3 |
|
|
2016
Q4 | $11.5M | Sell |
151,555
-43,858
| -22% | -$3.32M | 11.6% | 3 |
|
|
2016
Q3 | $14.1M | Buy |
195,413
+49,242
| +34% | +$3.55M | 14.09% | 3 |
|
|
2016
Q2 | $10.4M | Buy |
146,171
+899
| +0.6% | +$64.2K | 11.12% | 3 |
|
|
2016
Q1 | $10M | Buy |
145,272
+109,069
| +301% | +$7.53M | 10.54% | 3 |
|
|
2015
Q4 | $2.42M | Buy |
+36,203
| New | +$2.42M | 2.11% | 5 |
|