LifePlan Financial Group’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
2020
Q3
$285K Sell
3,527
-67
-2% -$5.41K 0.12% 109
2020
Q2
$283K Buy
3,594
+175
+5% +$13.8K 0.13% 106
2020
Q1
$242K Sell
3,419
-1,008
-23% -$71.3K 0.13% 105
2019
Q4
$415K Sell
4,427
-7
-0.2% -$656 0.18% 89
2019
Q3
$393K Buy
4,434
+2
+0% +$177 0.18% 88
2019
Q2
$387K Buy
4,432
+253
+6% +$22.1K 0.19% 86
2019
Q1
$358K Buy
4,179
+303
+8% +$26K 0.19% 88
2018
Q4
$302K Buy
3,876
+380
+11% +$29.6K 0.19% 90
2018
Q3
$304K Buy
3,496
+37
+1% +$3.22K 0.16% 99
2018
Q2
$287K Buy
3,459
+1,694
+96% +$141K 0.16% 99
2018
Q1
$146K Buy
+1,765
New +$146K 0.09% 139