RFA
Radnor 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $2.42M | Buy |
25,550
+270
| +1% | +$25.6K | 0.85% | 19 |
|
2022
Q2 | $2.57M | Buy |
25,280
+2
| +0% | +$203 | 0.88% | 19 |
|
2022
Q1 | $2.84M | Buy |
25,278
+4,210
| +20% | +$472K | 1.03% | 18 |
|
2021
Q4 | $2.36M | Hold |
21,068
| – | – | 0.84% | 19 |
|
2021
Q3 | $2.18M | Buy |
21,068
+185
| +0.9% | +$19.1K | 0.79% | 19 |
|
2021
Q2 | $2.19M | Hold |
20,883
| – | – | 0.79% | 18 |
|
2021
Q1 | $2.19M | Hold |
20,883
| – | – | 0.96% | 16 |
|
2020
Q4 | $1.91M | Hold |
20,883
| – | – | 0.89% | 17 |
|
2020
Q3 | $1.69M | Hold |
20,883
| – | – | 0.97% | 17 |
|
2020
Q2 | $1.65M | Hold |
20,883
| – | – | 0.99% | 17 |
|
2020
Q1 | $1.48M | Sell |
20,883
-4,702
| -18% | -$333K | 1.26% | 16 |
|
2019
Q4 | $2.4M | Buy |
+25,585
| New | +$2.4M | 1.64% | 15 |
|