LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-582
| Closed | -$59K | – | 188 |
|
|
2021
Q1 | $59K | Hold |
582
| – | – | 0.01% | 95 |
|
|
2020
Q4 | $53K | Sell |
582
-325
| -36% | -$29.6K | 0.01% | 95 |
|
|
2020
Q3 | $73K | Sell |
907
-200
| -18% | -$16.1K | 0.02% | 81 |
|
|
2020
Q2 | $87K | Hold |
1,107
| – | – | 0.02% | 76 |
|
|
2020
Q1 | $78K | Buy |
1,107
+607
| +121% | +$42.8K | 0.02% | 69 |
|
|
2019
Q4 | $47K | Buy |
+500
| New | +$47K | 0.01% | 95 |
|