SHJ
Sharkey, Howes & Javer’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,789
| Closed | -$298K | – | 70 |
|
|
2020
Q2 | $298K | Sell |
3,789
-2,383
| -39% | -$187K | 0.13% | 55 |
|
|
2020
Q1 | $437K | Sell |
6,172
-21
| -0.3% | -$1.49K | 0.23% | 45 |
|
|
2019
Q4 | $580K | Buy |
6,193
+9
| +0.1% | +$843 | 0.25% | 41 |
|
|
2019
Q3 | $549K | Sell |
6,184
-1,041
| -14% | -$92.4K | 0.24% | 39 |
|
|
2019
Q2 | $631K | Sell |
7,225
-878
| -11% | -$76.7K | 0.29% | 35 |
|
|
2019
Q1 | $694K | Buy |
8,103
+2,618
| +48% | +$224K | 0.32% | 35 |
|
|
2018
Q4 | $428K | Buy |
5,485
+3,156
| +136% | +$246K | 0.28% | 32 |
|
|
2018
Q3 | $203K | Sell |
2,329
-87
| -4% | -$7.58K | 0.11% | 50 |
|
|
2018
Q2 | $201K | Hold |
2,416
| – | – | 0.11% | 41 |
|
|
2018
Q1 | $199K | Buy |
2,416
+912
| +61% | +$75.1K | 0.11% | 34 |
|
|
2017
Q4 | $129K | Sell |
1,504
-2,507
| -63% | -$215K | 0.08% | 55 |
|
|
2017
Q3 | $330K | Hold |
4,011
| – | – | 0.17% | 27 |
|
|
2017
Q2 | $313K | Sell |
4,011
-67
| -2% | -$5.23K | 0.18% | 26 |
|
|
2017
Q1 | $317K | Buy |
4,078
+920
| +29% | +$71.5K | 0.17% | 26 |
|
|
2016
Q4 | $239K | Sell |
3,158
-301
| -9% | -$22.8K | 0.14% | 32 |
|
|
2016
Q3 | $250K | Sell |
3,459
-898
| -21% | -$64.9K | 0.15% | 30 |
|
|
2016
Q2 | $311K | Buy |
4,357
+1,773
| +69% | +$127K | 0.19% | 27 |
|
|
2016
Q1 | $178K | Sell |
2,584
-53
| -2% | -$3.65K | 0.13% | 40 |
|
|
2015
Q4 | $176K | Sell |
2,637
-1,905
| -42% | -$127K | 0.12% | 40 |
|
|
2015
Q3 | $288K | Buy |
+4,542
| New | +$288K | 0.22% | 31 |
|
|
2015
Q2 | – | Sell |
-7,549
| Closed | -$516K | – | 263 |
|
|
2015
Q1 | $516K | Buy |
+7,549
| New | +$516K | 0.33% | 23 |
|