MAP
Milestone Advisory Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.18M | Buy |
30,823
+8,387
| +37% | +$867K | 2.65% | 11 |
|
|
2023
Q2 | $2.38M | Buy |
22,436
+5,371
| +31% | +$570K | 2.15% | 18 |
|
|
2023
Q1 | $1.8M | Buy |
17,065
+1,197
| +8% | +$126K | 1.66% | 19 |
|
|
2022
Q4 | $1.72M | Buy |
15,868
+45
| +0.3% | +$4.87K | 1.28% | 19 |
|
|
2022
Q3 | $1.5M | Buy |
15,823
+6,351
| +67% | +$602K | 1.13% | 20 |
|
|
2022
Q2 | $973K | Buy |
9,472
+136
| +1% | +$14K | 0.79% | 25 |
|
|
2022
Q1 | $1.05M | Buy |
9,336
+3,570
| +62% | +$401K | 0.57% | 37 |
|
|
2021
Q4 | $646K | Buy |
5,766
+2,266
| +65% | +$254K | 0.33% | 42 |
|
|
2021
Q3 | $362K | Hold |
3,500
| – | – | 0.21% | 54 |
|
|
2021
Q2 | $367K | Hold |
3,500
| – | – | 0.19% | 56 |
|
|
2021
Q1 | $354K | Hold |
3,500
| – | – | 0.19% | 44 |
|
|
2020
Q4 | $320K | Sell |
3,500
-171
| -5% | -$15.6K | 0.18% | 45 |
|
|
2020
Q3 | $297K | Hold |
3,671
| – | – | 0.18% | 40 |
|
|
2020
Q2 | $289K | Hold |
3,671
| – | – | 0.17% | 42 |
|
|
2020
Q1 | $260K | Sell |
3,671
-10,986
| -75% | -$778K | 0.18% | 34 |
|
|
2019
Q4 | $1.37M | Buy |
14,657
+3,124
| +27% | +$293K | 0.72% | 22 |
|
|
2019
Q3 | $1.02M | Buy |
11,533
+7,232
| +168% | +$641K | 0.58% | 24 |
|
|
2019
Q2 | $376K | Hold |
4,301
| – | – | 0.23% | 36 |
|
|
2019
Q1 | $368K | Buy |
+4,301
| New | +$368K | 0.24% | 37 |
|