SWM

SVA Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$1.58M	Hold	17,262	–	–	0.14%	111
2020 Q3	$1.4M	Hold	17,262	–	–	0.14%	110
2020 Q2	$1.36M	Sell	17,262 -2,652	-13%	-$209K	0.15%	109
2020 Q1	$1.41M	Buy	19,914 +659	+3%	+$46.6K	0.16%	103
2019 Q4	$1.8M	Hold	19,255	–	–	0.17%	102
2019 Q3	$1.71M	Hold	19,255	–	–	0.17%	100
2019 Q2	$1.68M	Hold	19,255	–	–	0.17%	99
2019 Q1	$1.65M	Hold	19,255	–	–	0.16%	101
2018 Q4	$1.5M	Sell	19,255 -1,154	-6%	-$90K	0.17%	98
2018 Q3	$1.78M	Hold	20,409	–	–	0.18%	97
2018 Q2	$1.7M	Sell	20,409 -7,345	-26%	-$610K	0.18%	97
2018 Q1	$2.25M	Buy	27,754 +6,939	+33%	+$563K	0.28%	84
2017 Q4	$1.78M	Sell	20,815 -6,939	-25%	-$594K	0.21%	99
2017 Q3	$2.25M	Sell	27,754 -300	-1%	-$24.3K	0.28%	84
2017 Q2	$2.19M	Buy	28,054 +2,200	+9%	+$172K	0.28%	83
2017 Q1	$2.01M	Buy	25,854 +254	+1%	+$19.7K	0.27%	84
2016 Q4	$1.94M	Buy	25,600 +6,325	+33%	+$479K	0.29%	84
2016 Q3	$1.39M	Buy	19,275 +236	+1%	+$17K	0.22%	93
2016 Q2	$1.36M	Sell	19,039 -4,617	-20%	-$330K	0.22%	95
2016 Q1	$1.63M	Sell	23,656 -985	-4%	-$68K	0.27%	88
2015 Q4	$1.65M	Buy	24,641 +638	+3%	+$42.6K	0.28%	88
2015 Q3	$1.5M	Buy	24,003 +1,134	+5%	+$71.1K	0.28%	93
2015 Q2	$1.54M	Hold	22,869	–	–	0.28%	93
2015 Q1	$1.56M	Hold	22,869	–	–	0.29%	94
2014 Q4	$1.57M	Hold	22,869	–	–	0.57%	41
2014 Q3	$1.52M	Hold	22,869	–	–	0.65%	36
2014 Q2	$1.52M	Hold	22,869	–	–	0.65%	39
2014 Q1	$1.44M	Hold	22,869	–	–	0.68%	36
2013 Q4	$1.43M	Buy	+22,869	New	+$1.43M	0.85%	29