Private Wealth Advisors (Pennsylvania)’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
Q4 | $368K | Sell |
4,023
-355
| -8% | -$32.5K | 0.21% | 83 |
|
|
2020
Q3 | $354K | Buy |
4,378
+86
| +2% | +$6.95K | 0.23% | 74 |
|
|
2020
Q2 | $338K | Sell |
4,292
-370
| -8% | -$29.1K | 0.23% | 74 |
|
|
2020
Q1 | $354K | Sell |
4,662
-425
| -8% | -$32.3K | 0.27% | 67 |
|
|
2019
Q4 | $473K | Sell |
5,087
-270
| -5% | -$25.1K | 0.25% | 80 |
|
|
2019
Q3 | $475K | Hold |
5,357
| – | – | 0.24% | 90 |
|
|
2019
Q2 | $468K | Sell |
5,357
-885
| -14% | -$77.3K | 0.17% | 103 |
|
|
2019
Q1 | $535K | Sell |
6,242
-2,145
| -26% | -$184K | 0.2% | 99 |
|
|
2018
Q4 | $654K | Buy |
8,387
+1
| +0% | +$78 | 0.28% | 83 |
|
|
2018
Q3 | $730K | Hold |
8,386
| – | – | 0.27% | 87 |
|
|
2018
Q2 | $696K | Buy |
8,386
+2,820
| +51% | +$234K | 0.28% | 85 |
|
|
2018
Q1 | $459K | Buy |
5,566
+86
| +2% | +$7.09K | 0.18% | 98 |
|
|
2017
Q4 | $469K | Buy |
5,480
+861
| +19% | +$73.7K | 0.18% | 98 |
|
|
2017
Q3 | $374K | Buy |
4,619
+801
| +21% | +$64.9K | 0.15% | 104 |
|
|
2017
Q2 | $298K | Buy |
+3,818
| New | +$298K | 0.13% | 108 |
|