Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-330
| Closed | -$34K | – | 517 |
|
|
2022
Q2 | $34K | Hold |
330
| – | – | 0.01% | 268 |
|
|
2022
Q1 | $37K | Hold |
330
| – | – | 0.01% | 287 |
|
|
2021
Q4 | $37K | Hold |
330
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $34K | Hold |
330
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $35K | Hold |
330
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $33K | Hold |
330
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $30K | Hold |
330
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $27K | Hold |
330
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $25K | Sell |
330
-196
| -37% | -$14.8K | 0.01% | 275 |
|
|
2020
Q1 | $37K | Hold |
526
| – | – | 0.02% | 215 |
|
|
2019
Q4 | $49K | Hold |
526
| – | – | 0.02% | 212 |
|
|
2019
Q3 | $47K | Hold |
526
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $46K | Hold |
526
| – | – | 0.02% | 216 |
|
|
2019
Q1 | $45K | Hold |
526
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $41K | Hold |
526
| – | – | 0.02% | 215 |
|
|
2018
Q3 | $46K | Hold |
526
| – | – | 0.02% | 234 |
|
|
2018
Q2 | $43K | Hold |
526
| – | – | 0.03% | 221 |
|
|
2018
Q1 | $43K | Buy |
+526
| New | +$43K | 0.03% | 210 |
|