SWA
Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $146K | Hold |
1,409
| – | – | 0.07% | 130 |
|
|
2023
Q2 | $149K | Sell |
1,409
-548
| -28% | -$58.1K | 0.07% | 132 |
|
|
2023
Q1 | $206K | Sell |
1,957
-233
| -11% | -$24.6K | 0.11% | 102 |
|
|
2022
Q4 | $237K | Buy |
2,190
+433
| +25% | +$46.9K | 0.09% | 153 |
|
|
2022
Q3 | $167K | Buy |
1,757
+632
| +56% | +$60K | 0.07% | 186 |
|
|
2022
Q2 | $114K | Buy |
1,125
+13
| +1% | +$1.32K | 0.05% | 223 |
|
|
2022
Q1 | $125K | Buy |
1,112
+55
| +5% | +$6.17K | 0.04% | 223 |
|
|
2021
Q4 | $119K | Buy |
1,057
+381
| +56% | +$42.7K | 0.04% | 233 |
|
|
2021
Q3 | $69.9K | Buy |
676
+164
| +32% | +$16.9K | 0.03% | 307 |
|
|
2021
Q2 | $53.6K | Buy |
512
+172
| +51% | +$18K | 0.02% | 391 |
|
|
2021
Q1 | $34.4K | Buy |
340
+15
| +5% | +$1.52K | 0.01% | 509 |
|
|
2020
Q4 | $29.7K | Buy |
325
+60
| +23% | +$5.49K | 0.01% | 493 |
|
|
2020
Q3 | $21.5K | Buy |
265
+160
| +152% | +$13K | 0.01% | 525 |
|
|
2020
Q2 | $8.27K | Hold |
105
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $7.43K | Hold |
105
| – | – | ﹤0.01% | 736 |
|
|
2019
Q4 | $9.84K | Hold |
105
| – | – | 0.01% | 823 |
|
|
2019
Q3 | $9.32K | Hold |
105
| – | – | 0.01% | 805 |
|
|
2019
Q2 | $9.18K | Hold |
105
| – | – | 0.01% | 792 |
|
|
2019
Q1 | $8.99K | Hold |
105
| – | – | 0.01% | 803 |
|
|
2018
Q4 | $8.19K | Hold |
105
| – | – | 0.01% | 790 |
|
|
2018
Q3 | $9.14K | Hold |
105
| – | – | 0.01% | 806 |
|
|
2018
Q2 | $8.72K | Hold |
105
| – | – | 0.01% | 857 |
|
|
2018
Q1 | $8.66K | Buy |
+105
| New | +$8.66K | 0.01% | 850 |
|