JPLA
Joseph P. Lucia & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-145
| Closed | -$15K | – | 439 |
|
|
2022
Q2 | $15K | Hold |
145
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $16K | Buy |
+145
| New | +$16K | 0.01% | 288 |
|
|
2021
Q4 | – | Sell |
-145
| Closed | -$15K | – | 551 |
|
|
2021
Q3 | $15K | Hold |
145
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $15K | Hold |
145
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $15K | Sell |
145
-25
| -15% | -$2.59K | 0.01% | 324 |
|
|
2020
Q4 | $16K | Buy |
+170
| New | +$16K | 0.01% | 293 |
|
|
2020
Q3 | – | Sell |
-170
| Closed | -$13K | – | 456 |
|
|
2020
Q2 | $13K | Hold |
170
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $12K | Hold |
170
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $16K | Hold |
170
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $15K | Hold |
170
| – | – | 0.02% | 278 |
|
|
2019
Q2 | $15K | Sell |
170
-14,660
| -99% | -$1.29M | 0.02% | 269 |
|
|
2019
Q1 | $170 | Buy |
+14,830
| New | +$170 | 0.01% | 233 |
|