RDM
Retirement Design & Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-25,161
| Closed | -$1.8M | – | 62 |
|
|
2016
Q2 | $1.8M | Buy |
25,161
+56
| +0.2% | +$4K | 1.12% | 21 |
|
|
2016
Q1 | $1.73M | Sell |
25,105
-469
| -2% | -$32.4K | 1.24% | 22 |
|
|
2015
Q4 | $1.71M | Sell |
25,574
-112
| -0.4% | -$7.48K | 0.95% | 27 |
|
|
2015
Q3 | $1.61M | Buy |
25,686
+299
| +1% | +$18.7K | 1.66% | 19 |
|
|
2015
Q2 | $1.71M | Buy |
25,387
+378
| +2% | +$25.4K | 1.47% | 20 |
|
|
2015
Q1 | $1.71M | Sell |
25,009
-928
| -4% | -$63.4K | 1.48% | 22 |
|
|
2014
Q4 | $1.78M | Buy |
+25,937
| New | +$1.78M | 1.35% | 23 |
|