Hefty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.6M | Buy |
31,538
+2,454
| +8% | +$202K | 1.68% | 19 |
|
|
2017
Q4 | $2.49M | Buy |
29,084
+968
| +3% | +$82.9K | 1.54% | 24 |
|
|
2017
Q3 | $2.28M | Buy |
28,116
+1,617
| +6% | +$131K | 1.51% | 25 |
|
|
2017
Q2 | $2.07M | Buy |
26,499
+11,213
| +73% | +$876K | 1.41% | 28 |
|
|
2017
Q1 | $1.19M | Sell |
15,286
-1,366
| -8% | -$106K | 0.86% | 44 |
|
|
2016
Q4 | $1.26M | Buy |
16,652
+5,324
| +47% | +$403K | 1.06% | 31 |
|
|
2016
Q3 | $817K | Sell |
11,328
-3,540
| -24% | -$255K | 0.62% | 57 |
|
|
2016
Q2 | $1.06M | Buy |
14,868
+1,228
| +9% | +$87.7K | 0.88% | 41 |
|
|
2016
Q1 | $941K | Buy |
13,640
+4,708
| +53% | +$325K | 0.88% | 42 |
|
|
2015
Q4 | $596K | Buy |
+8,932
| New | +$596K | 0.57% | 67 |
|