SFWA
Summit Financial 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 |
-2,546
| Closed | -$210K | – | 159 |
|
|
2018
Q2 | $210K | Hold |
2,546
| – | – | 0.07% | 127 |
|
|
2018
Q1 | $210K | Hold |
2,546
| – | – | 0.07% | 136 |
|
|
2017
Q4 | $218K | Sell |
2,546
-3,541
| -58% | -$303K | 0.07% | 132 |
|
|
2017
Q3 | $493K | Sell |
6,087
-216
| -3% | -$17.5K | 0.18% | 83 |
|
|
2017
Q2 | $493K | Sell |
6,303
-102
| -2% | -$7.98K | 0.2% | 91 |
|
|
2017
Q1 | $497K | Hold |
6,405
| – | – | 0.22% | 93 |
|
|
2016
Q4 | $485K | Sell |
6,405
-75
| -1% | -$5.68K | 0.21% | 96 |
|
|
2016
Q3 | $467K | Sell |
6,480
-220
| -3% | -$15.9K | 0.2% | 97 |
|
|
2016
Q2 | $479K | Sell |
6,700
-806
| -11% | -$57.6K | 0.2% | 89 |
|
|
2016
Q1 | $518K | Hold |
7,506
| – | – | 0.23% | 80 |
|
|
2015
Q4 | $501K | Buy |
+7,506
| New | +$501K | 0.23% | 83 |
|