Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,080
| Closed | -$339K | – | 732 |
|
|
2018
Q2 | $339K | Buy |
+4,080
| New | +$339K | 0.08% | 108 |
|
|
2018
Q1 | – | Sell |
-3,820
| Closed | -$327K | – | 782 |
|
|
2017
Q4 | $327K | Buy |
3,820
+550
| +17% | +$47.1K | 0.1% | 99 |
|
|
2017
Q3 | $265K | Buy |
3,270
+1,670
| +104% | +$135K | 0.09% | 102 |
|
|
2017
Q2 | $125K | Buy |
+1,600
| New | +$125K | 0.05% | 136 |
|