Lehman & Derafelo Financial Resources’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 | $213K | Buy |
1,972
+456
| +30% | +$49.3K | 0.06% | 104 |
|
|
2022
Q3 | $144K | Hold |
1,516
| – | – | 0.05% | 99 |
|
|
2022
Q2 | $154K | Buy |
+1,516
| New | +$154K | 0.05% | 102 |
|
|
2022
Q1 | – | Sell |
-2,222
| Closed | -$249K | – | 116 |
|
|
2021
Q4 | $249K | Hold |
2,222
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $230K | Buy |
2,222
+344
| +18% | +$35.6K | 0.07% | 92 |
|
|
2021
Q2 | $197K | Hold |
1,878
| – | – | 0.05% | 123 |
|
|
2021
Q1 | $190K | Hold |
1,878
| – | – | 0.05% | 123 |
|
|
2020
Q4 | $172K | Hold |
1,878
| – | – | 0.05% | 123 |
|
|
2020
Q3 | $152K | Sell |
1,878
-478
| -20% | -$38.7K | 0.05% | 108 |
|
|
2020
Q2 | $186K | Sell |
2,356
-575
| -20% | -$45.4K | 0.06% | 93 |
|
|
2020
Q1 | $207K | Buy |
2,931
+356
| +14% | +$25.1K | 0.09% | 86 |
|
|
2019
Q4 | $241K | Hold |
2,575
| – | – | 0.09% | 88 |
|
|
2019
Q3 | $228K | Hold |
2,575
| – | – | 0.09% | 89 |
|
|
2019
Q2 | $228K | Hold |
2,575
| – | – | 0.09% | 90 |
|
|
2019
Q1 | $221K | Sell |
2,575
-500
| -16% | -$42.9K | 0.1% | 87 |
|
|
2018
Q4 | $240K | Buy |
+3,075
| New | +$240K | 0.12% | 74 |
|