Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.6M | Sell |
14,801
-470
| -3% | -$50.9K | 0.16% | 145 |
|
|
2022
Q3 | $1.45M | Buy |
15,271
+303
| +2% | +$28.8K | 0.15% | 149 |
|
|
2022
Q2 | $1.52M | Sell |
14,968
-136
| -0.9% | -$13.8K | 0.16% | 145 |
|
|
2022
Q1 | $1.7M | Buy |
15,104
+396
| +3% | +$44.4K | 0.14% | 161 |
|
|
2021
Q4 | $1.65M | Buy |
14,708
+1,895
| +15% | +$212K | 0.13% | 159 |
|
|
2021
Q3 | $1.32M | Sell |
12,813
-6
| -0% | -$620 | 0.24% | 93 |
|
|
2021
Q2 | $1.34M | Buy |
12,819
+1,983
| +18% | +$208K | 0.17% | 136 |
|
|
2021
Q1 | $1.1M | Sell |
10,836
-149
| -1% | -$15.1K | 0.17% | 150 |
|
|
2020
Q4 | $1.01M | Buy |
10,985
+2,406
| +28% | +$220K | 0.15% | 156 |
|
|
2020
Q3 | $694K | Buy |
8,579
+787
| +10% | +$63.7K | 0.11% | 189 |
|
|
2020
Q2 | $614K | Buy |
7,792
+8
| +0.1% | +$630 | 0.11% | 196 |
|
|
2020
Q1 | $551K | Sell |
7,784
-1,450
| -16% | -$103K | 0.13% | 180 |
|
|
2019
Q4 | $865K | Sell |
9,234
-41
| -0.4% | -$3.84K | 0.15% | 162 |
|
|
2019
Q3 | $823K | Buy |
9,275
+579
| +7% | +$51.4K | 0.14% | 171 |
|
|
2019
Q2 | $760K | Sell |
8,696
-513
| -6% | -$44.8K | 0.17% | 143 |
|
|
2019
Q1 | $789K | Buy |
9,209
+888
| +11% | +$76.1K | 0.19% | 132 |
|
|
2018
Q4 | $648K | Sell |
8,321
-2,584
| -24% | -$201K | 0.19% | 124 |
|
|
2018
Q3 | $949K | Sell |
10,905
-1,886
| -15% | -$164K | 0.23% | 104 |
|
|
2018
Q2 | $1.06M | Buy |
12,791
+2,525
| +25% | +$210K | 0.28% | 96 |
|
|
2018
Q1 | $846K | Sell |
10,266
-5,115
| -33% | -$422K | 0.26% | 102 |
|
|
2017
Q4 | $1.32M | Sell |
15,381
-268
| -2% | -$22.9K | 0.38% | 76 |
|
|
2017
Q3 | $1.27M | Buy |
15,649
+33
| +0.2% | +$2.67K | 0.43% | 72 |
|
|
2017
Q2 | $1.22M | Buy |
15,616
+7
| +0% | +$547 | 0.43% | 71 |
|
|
2017
Q1 | $1.21M | Buy |
15,609
+6,096
| +64% | +$473K | 0.47% | 67 |
|
|
2016
Q4 | $720K | Buy |
9,513
+581
| +7% | +$44K | 0.32% | 85 |
|
|
2016
Q3 | $644K | Buy |
8,932
+7
| +0.1% | +$505 | 0.3% | 88 |
|
|
2016
Q2 | $638K | Buy |
8,925
+177
| +2% | +$12.7K | 0.31% | 88 |
|
|
2016
Q1 | $604K | Buy |
8,748
+2,855
| +48% | +$197K | 0.3% | 85 |
|
|
2015
Q4 | $393K | Buy |
+5,893
| New | +$393K | 0.2% | 131 |
|