LWM
LBA Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $8K | Hold |
97
| – | – | ﹤0.01% | 339 |
|
|
2016
Q4 | $7K | Sell |
97
-58
| -37% | -$4.19K | ﹤0.01% | 347 |
|
|
2016
Q3 | $11K | Hold |
155
| – | – | 0.01% | 322 |
|
|
2016
Q2 | $11K | Buy |
155
+115
| +288% | +$8.16K | 0.01% | 308 |
|
|
2016
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 383 |
|
|
2015
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 311 |
|