Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30
| Closed | -$3K | – | 102 |
|
|
2021
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 97 |
|
|
2020
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 90 |
|
|
2020
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 97 |
|
|
2020
Q2 | $2K | Sell |
30
-62
| -67% | -$4.13K | ﹤0.01% | 104 |
|
|
2020
Q1 | $7K | Hold |
92
| – | – | ﹤0.01% | 98 |
|
|
2019
Q4 | $9K | Hold |
92
| – | – | ﹤0.01% | 101 |
|
|
2019
Q3 | $8K | Sell |
92
-328
| -78% | -$28.5K | ﹤0.01% | 108 |
|
|
2019
Q2 | $37K | Buy |
420
+328
| +357% | +$28.9K | 0.01% | 88 |
|
|
2019
Q1 | $8K | Sell |
92
-293
| -76% | -$25.5K | ﹤0.01% | 118 |
|
|
2018
Q4 | $30K | Buy |
385
+323
| +521% | +$25.2K | 0.01% | 135 |
|
|
2018
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 218 |
|
|
2018
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 239 |
|
|
2018
Q1 | $5K | Hold |
62
| – | – | ﹤0.01% | 223 |
|
|
2017
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 238 |
|
|
2017
Q3 | $5K | Hold |
62
| – | – | ﹤0.01% | 182 |
|
|
2017
Q2 | $5K | Hold |
62
| – | – | ﹤0.01% | 229 |
|
|
2017
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 234 |
|