Lucia Wealth Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$37K Sell
2020
Q2
$41K Buy
2020
Q1
$12K Sell
2019
Q4
$25K Sell
2019
Q3
$31K Buy
2019
Q2
$24K Hold
2019
Q1
$23K Buy
2018
Q4
Sell
2018
Q3
$24K Hold
2018
Q2
$22K Hold
2018
Q1
$22K Buy