OptiFour Integrated Wealth Management’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
Q4 | $332K | Hold |
3,543
| – | – | 0.23% | 49 |
|
|
2019
Q3 | $314K | Sell |
3,543
-271
| -7% | -$24K | 0.22% | 51 |
|
|
2019
Q2 | $333K | Buy |
3,814
+588
| +18% | +$51.3K | 0.23% | 53 |
|
|
2019
Q1 | $276K | Hold |
3,226
| – | – | 0.23% | 40 |
|
|
2018
Q4 | $252K | Sell |
3,226
-393
| -11% | -$30.7K | 0.23% | 39 |
|
|
2018
Q3 | $315K | Hold |
3,619
| – | – | 0.26% | 42 |
|
|
2018
Q2 | $301K | Sell |
3,619
-164
| -4% | -$13.6K | 0.26% | 41 |
|
|
2018
Q1 | $312K | Hold |
3,783
| – | – | 0.26% | 43 |
|
|
2017
Q4 | $324K | Buy |
+3,783
| New | +$324K | 0.27% | 43 |
|