Shine Investment Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $290K | Sell |
3,589
-539
| -13% | -$43.6K | 0.1% | 103 |
|
|
2020
Q2 | $325K | Sell |
4,128
-1,304
| -24% | -$103K | 0.12% | 91 |
|
|
2020
Q1 | $384K | Sell |
5,432
-266
| -5% | -$18.8K | 0.18% | 72 |
|
|
2019
Q4 | $534K | Sell |
5,698
-305
| -5% | -$28.6K | 0.21% | 66 |
|
|
2019
Q3 | $533K | Sell |
6,003
-328
| -5% | -$29.1K | 0.25% | 58 |
|
|
2019
Q2 | $553K | Hold |
6,331
| – | – | 0.26% | 59 |
|
|
2019
Q1 | $542K | Hold |
6,331
| – | – | 0.25% | 58 |
|
|
2018
Q4 | $494K | Hold |
6,331
| – | – | 0.24% | 60 |
|
|
2018
Q3 | $551K | Hold |
6,331
| – | – | 0.29% | 57 |
|
|
2018
Q2 | $526K | Hold |
6,331
| – | – | 0.27% | 57 |
|
|
2018
Q1 | $522K | Sell |
6,331
-55
| -0.9% | -$4.54K | 0.28% | 56 |
|
|
2017
Q4 | $547K | Sell |
6,386
-762
| -11% | -$65.3K | 0.27% | 55 |
|
|
2017
Q3 | $579K | Hold |
7,148
| – | – | 0.3% | 50 |
|
|
2017
Q2 | $559K | Hold |
7,148
| – | – | 0.28% | 49 |
|
|
2017
Q1 | $555K | Buy |
+7,148
| New | +$555K | 0.37% | 40 |
|