Geller Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$548K Hold
2018
Q1
$544K Hold
2017
Q4
$565K Hold
2017
Q3
$535K Hold
2017
Q2
$516K Hold
2017
Q1
$512K Sell
2016
Q4
$641K Sell
2016
Q3
$1.11M Hold
2016
Q2
$1.1M Hold
2016
Q1
$1.07M Hold
2015
Q4
$1.03M Hold
2015
Q3
$968K Hold
2015
Q2
$1.04M Hold
2015
Q1
$1.06M Hold
2014
Q4
$1.06M Hold
2014
Q3
$1.03M Hold
2014
Q2
$1.02M Hold
2014
Q1
$976K Hold
2013
Q4
$963K Hold
2013
Q3
$889K Buy
2013
Q2
$319K Buy