JWS
Juncture Wealth Strategies’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,006
| Closed | -$257K | – | 127 |
|
|
2019
Q1 | $257K | Sell |
3,006
-3,185
| -51% | -$272K | 0.2% | 103 |
|
|
2018
Q4 | $483K | Sell |
6,191
-2,724
| -31% | -$213K | 0.33% | 67 |
|
|
2018
Q3 | $776K | Sell |
8,915
-3,477
| -28% | -$303K | 0.41% | 58 |
|
|
2018
Q2 | $1.03M | Sell |
12,392
-2,816
| -19% | -$234K | 0.55% | 43 |
|
|
2018
Q1 | $1.26M | Sell |
15,208
-736
| -5% | -$60.7K | 0.7% | 36 |
|
|
2017
Q4 | $1.37M | Buy |
15,944
+1,036
| +7% | +$88.7K | 0.77% | 37 |
|
|
2017
Q3 | $1.21M | Buy |
14,908
+938
| +7% | +$76.1K | 0.68% | 37 |
|
|
2017
Q2 | $1.09M | Buy |
13,970
+3,610
| +35% | +$282K | 0.63% | 42 |
|
|
2017
Q1 | $804K | Buy |
10,360
+3,924
| +61% | +$305K | 0.49% | 52 |
|
|
2016
Q4 | $488K | Buy |
6,436
+3,347
| +108% | +$254K | 0.34% | 61 |
|
|
2016
Q3 | $223K | Buy |
+3,089
| New | +$223K | 0.15% | 76 |
|