Surevest’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
Q1 | – | Sell |
-2,421
| Closed | -$227K | – | 144 |
|
|
2019
Q4 | $227K | Sell |
2,421
-1,090
| -31% | -$102K | 0.1% | 136 |
|
|
2019
Q3 | $312K | Buy |
3,511
+29
| +0.8% | +$2.58K | 0.15% | 111 |
|
|
2019
Q2 | $304K | Buy |
3,482
+23
| +0.7% | +$2.01K | 0.16% | 113 |
|
|
2019
Q1 | $296K | Buy |
3,459
+24
| +0.7% | +$2.05K | 0.18% | 106 |
|
|
2018
Q4 | $268K | Buy |
+3,435
| New | +$268K | 0.21% | 106 |
|