Opes Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.23M | Buy |
15,747
+11
| +0.1% | +$858 | 0.88% | 26 |
|
|
2018
Q3 | $1.37M | Sell |
15,736
-1,089
| -6% | -$94.8K | 1% | 21 |
|
|
2018
Q2 | $1.4M | Sell |
16,825
-85
| -0.5% | -$7.06K | 1.02% | 23 |
|
|
2018
Q1 | $1.4M | Sell |
16,910
-1,521
| -8% | -$125K | 1.13% | 20 |
|
|
2017
Q4 | $1.58M | Sell |
18,431
-5,861
| -24% | -$502K | 1.12% | 20 |
|
|
2017
Q3 | $1.97M | Sell |
24,292
-1,702
| -7% | -$138K | 1.26% | 21 |
|
|
2017
Q2 | $2.07M | Sell |
25,994
-399
| -2% | -$31.7K | 1.28% | 21 |
|
|
2017
Q1 | $2.05M | Buy |
26,393
+5,415
| +26% | +$420K | 1.45% | 20 |
|
|
2016
Q4 | $1.59M | Buy |
+20,978
| New | +$1.59M | 1.63% | 18 |
|