Lenox Wealth Advisors’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
Q1 | $3.45M | Hold |
30,379
| – | – | 0.43% | 21 |
|
|
2021
Q4 | $3.41M | Buy |
30,379
+79
| +0.3% | +$8.86K | 0.41% | 22 |
|
|
2021
Q3 | $3.13M | Hold |
30,300
| – | – | 0.4% | 21 |
|
|
2021
Q2 | $3.18M | Buy |
30,300
+30,000
| +10,000% | +$3.14M | 0.41% | 20 |
|
|
2021
Q1 | $30K | Hold |
300
| – | – | ﹤0.01% | 255 |
|
|
2020
Q4 | $27K | Hold |
300
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $24K | Hold |
300
| – | – | ﹤0.01% | 258 |
|
|
2020
Q2 | $24K | Buy |
+300
| New | +$24K | ﹤0.01% | 264 |
|
|
2020
Q1 | – | Sell |
-189
| Closed | -$18K | – | 944 |
|
|
2019
Q4 | $18K | Buy |
+189
| New | +$18K | ﹤0.01% | 354 |
|