IFWM
Institute for Wealth Management’s Vanguard International High Dividend Yield ETF VYMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-261
| Closed | -$17K | – | 670 |
|
2019
Q4 | $17K | Buy |
+261
| New | +$17K | ﹤0.01% | 572 |
|
2018
Q4 | – | Sell |
-14,727
| Closed | -$928K | – | 350 |
|
2018
Q3 | $928K | Sell |
14,727
-9,475
| -39% | -$597K | 0.31% | 108 |
|
2018
Q2 | $1.51M | Buy |
24,202
+6,499
| +37% | +$405K | 0.48% | 68 |
|
2018
Q1 | $1.17M | Sell |
17,703
-10,757
| -38% | -$713K | 0.35% | 101 |
|
2017
Q4 | $1.94M | Buy |
28,460
+16,051
| +129% | +$1.1M | 0.45% | 58 |
|
2017
Q3 | $815K | Buy |
12,409
+372
| +3% | +$24.4K | 0.27% | 131 |
|
2017
Q2 | $753K | Buy |
+12,037
| New | +$753K | 0.21% | 156 |
|