SWA
SFMG Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,808
| Closed | -$399K | – | 159 |
|
|
2018
Q2 | $399K | Hold |
4,808
| – | – | 0.06% | 86 |
|
|
2018
Q1 | $397K | Sell |
4,808
-93
| -2% | -$7.68K | 0.07% | 87 |
|
|
2017
Q4 | $420K | Hold |
4,901
| – | – | 0.07% | 83 |
|
|
2017
Q3 | $397K | Hold |
4,901
| – | – | 0.08% | 78 |
|
|
2017
Q2 | $383K | Hold |
4,901
| – | – | 0.08% | 74 |
|
|
2017
Q1 | $381K | Buy |
+4,901
| New | +$381K | 0.08% | 71 |
|