SBA
Secrest Blakey & Associates’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-37,552
| Closed | -$3.33M | – | 123 |
|
|
2019
Q3 | $3.33M | Sell |
37,552
-16,188
| -30% | -$1.44M | 2.76% | 8 |
|
|
2019
Q2 | $4.7M | Sell |
53,740
-10
| -0% | -$874 | 4.09% | 4 |
|
|
2019
Q1 | $4.6M | Sell |
53,750
-10,826
| -17% | -$927K | 4.47% | 3 |
|
|
2018
Q4 | $5.04M | Sell |
64,576
-20
| -0% | -$1.56K | 4.21% | 3 |
|
|
2018
Q3 | $5.66M | Sell |
64,596
-1,600
| -2% | -$140K | 4.37% | 5 |
|
|
2018
Q2 | $5.5M | Sell |
66,196
-2,227
| -3% | -$185K | 4.33% | 3 |
|
|
2018
Q1 | $5.64M | Sell |
68,423
-2,951
| -4% | -$243K | 4.82% | 3 |
|
|
2017
Q4 | $6.11M | Buy |
+71,374
| New | +$6.11M | 4.95% | 2 |
|