Integrated Wealth Management’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
2017
Q1
$3.22M Buy
41,476
+7,524
+22% +$584K 1.08% 25
2016
Q4
$2.57M Buy
33,952
+7,646
+29% +$579K 0.96% 31
2016
Q3
$1.9M Buy
26,306
+26,186
+21,822% +$1.89M 0.68% 37
2016
Q2
$9K Hold
120
﹤0.01% 794
2016
Q1
$8K Buy
+120
New +$8K ﹤0.01% 763