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First Personal Financial Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

First Personal Financial Services’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-65
Closed -$5K – 308
2020
Q2 		$5K Buy
+65
New +$5.05K ﹤0.01% 279
2019
Q1 		– Sell
-117
Closed -$9K – 703
2018
Q4 		$9K Hold
117
– – ﹤0.01% 481
2018
Q3 		$10K Hold
117
– – ﹤0.01% 501
2018
Q2 		$10K Buy
+117
New +$9.8K ﹤0.01% 489
2016
Q1 		– Sell
-202
Closed -$13K – 405
2015
Q4 		$13K Buy
+202
New +$13.6K 0.01% 275

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Morgan Stanley
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LPL Financial
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UBS Group
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Envestnet Asset Management
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SBSB
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RJFSA
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