PFA
Paradigm Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,925
| Closed | -$237K | – | 165 |
|
|
2020
Q3 | $237K | Sell |
2,925
-4,039
| -58% | -$327K | 0.07% | 114 |
|
|
2020
Q2 | $549K | Sell |
6,964
-12
| -0.2% | -$946 | 0.17% | 77 |
|
|
2020
Q1 | $494K | Buy |
6,976
+3,097
| +80% | +$219K | 0.18% | 77 |
|
|
2019
Q4 | $364K | Buy |
+3,879
| New | +$364K | 0.13% | 95 |
|