LWS
Lucia Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $37K | Sell |
455
-70
| -13% | -$5.69K | 0.01% | 167 |
|
|
2020
Q2 | $41K | Buy |
525
+355
| +209% | +$27.7K | 0.01% | 162 |
|
|
2020
Q1 | $12K | Sell |
170
-100
| -37% | -$7.06K | ﹤0.01% | 184 |
|
|
2019
Q4 | $25K | Sell |
270
-82
| -23% | -$7.59K | 0.01% | 165 |
|
|
2019
Q3 | $31K | Buy |
352
+82
| +30% | +$7.22K | 0.01% | 144 |
|
|
2019
Q2 | $24K | Hold |
270
| – | – | 0.01% | 154 |
|
|
2019
Q1 | $23K | Buy |
+270
| New | +$23K | 0.01% | 170 |
|
|
2018
Q4 | – | Sell |
-270
| Closed | -$24K | – | 221 |
|
|
2018
Q3 | $24K | Hold |
270
| – | – | 0.01% | 197 |
|
|
2018
Q2 | $22K | Hold |
270
| – | – | 0.01% | 182 |
|
|
2018
Q1 | $22K | Buy |
+270
| New | +$22K | 0.01% | 167 |
|