Lourd Capital’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-32,250
| Closed | -$2.52M | – | 291 |
|
2018
Q4 | $2.52M | Hold |
32,250
| – | – | 0.19% | 26 |
|
2018
Q3 | $2.81M | Hold |
32,250
| – | – | 0.18% | 24 |
|
2018
Q2 | $2.68M | Hold |
32,250
| – | – | 0.38% | 20 |
|
2018
Q1 | $2.66M | Hold |
32,250
| – | – | 0.36% | 23 |
|
2017
Q4 | $2.76M | Buy |
+32,250
| New | +$2.76M | 0.18% | 23 |
|
2013
Q4 | – | Sell |
-15,000
| Closed | -$862K | – | 107 |
|
2013
Q3 | $862K | Sell |
15,000
-2,621
| -15% | -$151K | 0.1% | 44 |
|
2013
Q2 | $993K | Buy |
+17,621
| New | +$993K | 0.12% | 37 |
|