Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $365K | Sell |
5,153
-183
| -3% | -$13K | 0.14% | 71 |
|
|
2019
Q4 | $500K | Sell |
5,336
-119
| -2% | -$11.2K | 0.17% | 73 |
|
|
2019
Q3 | $484K | Hold |
5,455
| – | – | 0.19% | 66 |
|
|
2019
Q2 | $477K | Buy |
5,455
+135
| +3% | +$11.8K | 0.21% | 65 |
|
|
2019
Q1 | $456K | Buy |
5,320
+110
| +2% | +$9.43K | 0.22% | 66 |
|
|
2018
Q4 | $406K | Buy |
5,210
+207
| +4% | +$16.1K | 0.22% | 59 |
|
|
2018
Q3 | $436K | Hold |
5,003
| – | – | 0.33% | 54 |
|
|
2018
Q2 | $415K | Buy |
5,003
+21
| +0.4% | +$1.74K | 0.38% | 53 |
|
|
2018
Q1 | $411K | Sell |
4,982
-43
| -0.9% | -$3.55K | 0.4% | 48 |
|
|
2017
Q4 | $430K | Buy |
+5,025
| New | +$430K | 0.47% | 42 |
|