Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$20K | – | 918 |
|
|
2020
Q2 | $20K | Hold |
250
| – | – | 0.01% | 606 |
|
|
2020
Q1 | $18K | Hold |
250
| – | – | 0.01% | 600 |
|
|
2019
Q4 | $23K | Sell |
250
-155
| -38% | -$14.3K | 0.01% | 651 |
|
|
2019
Q3 | $36K | Buy |
405
+155
| +62% | +$13.8K | 0.01% | 572 |
|
|
2019
Q2 | $22K | Buy |
+250
| New | +$22K | 0.01% | 659 |
|
|
2015
Q1 | $20K | Buy |
+300
| New | +$20K | 0.01% | 689 |
|