SAI
Systematic Alpha Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,150
| Closed | -$128K | – | 276 |
|
|
2023
Q4 | $128K | Hold |
1,150
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $119K | Hold |
1,150
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $122K | Hold |
1,150
| – | – | 0.01% | 220 |
|
|
2023
Q1 | $121K | Buy |
+1,150
| New | +$121K | 0.01% | 234 |
|
|
2021
Q4 | – | Sell |
-4,350
| Closed | -$472K | – | 471 |
|
|
2021
Q3 | $472K | Hold |
4,350
| – | – | 0.02% | 161 |
|
|
2021
Q2 | $467K | Hold |
4,350
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $440K | Buy |
+4,350
| New | +$440K | 0.03% | 120 |
|