HFA
HC Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $553K | Buy |
5,436
+1
| +0% | +$102 | 0.37% | 65 |
|
2022
Q1 | $610K | Sell |
5,435
-390
| -7% | -$43.8K | 0.36% | 62 |
|
2021
Q4 | $653K | Hold |
5,825
| – | – | 0.36% | 63 |
|
2021
Q3 | $602K | Sell |
5,825
-237
| -4% | -$24.5K | 0.36% | 62 |
|
2021
Q2 | $635K | Buy |
6,062
+36
| +0.6% | +$3.77K | 0.37% | 61 |
|
2021
Q1 | $609K | Hold |
6,026
| – | – | 0.37% | 59 |
|
2020
Q4 | $551K | Sell |
6,026
-3,500
| -37% | -$320K | 0.35% | 60 |
|
2020
Q3 | $771K | Buy |
9,526
+9,519
| +135,986% | +$770K | 0.55% | 54 |
|
2020
Q2 | $1K | Buy |
7
+4
| +133% | +$571 | ﹤0.01% | 339 |
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 406 |
|