IWAG
Integer Wealth Advisors Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $943K | Sell |
9,199
-1,679
| -15% | -$172K | 0.51% | 33 |
|
|
2020
Q4 | $1.02M | Sell |
10,878
-2,129
| -16% | -$199K | 0.67% | 33 |
|
|
2020
Q3 | $1.05M | Buy |
13,007
+2,726
| +27% | +$221K | 0.97% | 26 |
|
|
2020
Q2 | $797K | Buy |
10,281
+635
| +7% | +$49.2K | 0.82% | 26 |
|
|
2020
Q1 | $746K | Buy |
+9,646
| New | +$746K | 0.85% | 28 |
|