LWM
Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,983
| Closed | -$210K | – | 196 |
|
|
2023
Q2 | $210K | Sell |
1,983
-6,772
| -77% | -$718K | 0.05% | 179 |
|
|
2023
Q1 | $904K | Buy |
+8,755
| New | +$904K | 0.19% | 78 |
|
|
2021
Q4 | – | Sell |
-1,064
| Closed | -$110K | – | 1093 |
|
|
2021
Q3 | $110K | Sell |
1,064
-7
| -0.7% | -$724 | 0.04% | 274 |
|
|
2021
Q2 | $112K | Sell |
1,071
-25
| -2% | -$2.61K | 0.04% | 204 |
|
|
2021
Q1 | $100K | Hold |
1,096
| – | – | 0.05% | 181 |
|
|
2020
Q4 | $100K | Sell |
1,096
-144
| -12% | -$13.1K | 0.05% | 179 |
|
|
2020
Q3 | $100K | Sell |
1,240
-148
| -11% | -$11.9K | 0.06% | 159 |
|
|
2020
Q2 | $109K | Buy |
1,388
+47
| +4% | +$3.69K | 0.08% | 139 |
|
|
2020
Q1 | $95K | Sell |
1,341
-700
| -34% | -$49.6K | 0.08% | 146 |
|
|
2019
Q4 | $191K | Buy |
2,041
+12
| +0.6% | +$1.12K | 0.15% | 105 |
|
|
2019
Q3 | $180K | Buy |
2,029
+411
| +25% | +$36.5K | 0.17% | 101 |
|
|
2019
Q2 | $141K | Buy |
1,618
+83
| +5% | +$7.23K | 0.12% | 134 |
|
|
2019
Q1 | $131K | Buy |
1,535
+124
| +9% | +$10.6K | 0.1% | 115 |
|
|
2018
Q4 | $110K | Buy |
+1,411
| New | +$110K | 0.08% | 122 |
|