SWM
Sequoia Wealth Management’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 |
-8,208
| Closed | -$730K | – | 54 |
|
|
2019
Q3 | $730K | Buy |
8,208
+1,441
| +21% | +$128K | 1.49% | 20 |
|
|
2019
Q2 | $596K | Buy |
6,767
+733
| +12% | +$64.6K | 0.56% | 30 |
|
|
2019
Q1 | $518K | Hold |
6,034
| – | – | 0.42% | 43 |
|
|
2018
Q4 | $471K | Buy |
6,034
+708
| +13% | +$55.3K | 0.47% | 36 |
|
|
2018
Q3 | $463K | Buy |
5,326
+865
| +19% | +$75.2K | 0.4% | 43 |
|
|
2018
Q2 | $369K | Sell |
4,461
-32
| -0.7% | -$2.65K | 0.39% | 42 |
|
|
2018
Q1 | $370K | Buy |
4,493
+1,760
| +64% | +$145K | 0.36% | 40 |
|
|
2017
Q4 | $237K | Buy |
+2,733
| New | +$237K | 0.21% | 51 |
|