TFO
Tarbox Family Office’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-35,540
| Closed | -$2.51M | – | 1256 |
|
|
2020
Q1 | $2.51M | Buy |
+35,540
| New | +$2.51M | 0.81% | 16 |
|
|
2016
Q2 | – | Sell |
-573
| Closed | -$40K | – | 605 |
|
|
2016
Q1 | $40K | Hold |
573
| – | – | 0.03% | 125 |
|
|
2015
Q4 | $38K | Hold |
573
| – | – | 0.03% | 107 |
|
|
2015
Q3 | $36K | Hold |
573
| – | – | 0.03% | 110 |
|
|
2015
Q2 | $39K | Hold |
573
| – | – | 0.03% | 109 |
|
|
2015
Q1 | $39K | Hold |
573
| – | – | 0.03% | 115 |
|
|
2014
Q4 | $39K | Hold |
573
| – | – | 0.04% | 114 |
|
|
2014
Q3 | $38K | Hold |
573
| – | – | 0.03% | 117 |
|
|
2014
Q2 | $37K | Buy |
+573
| New | +$37K | 0.03% | 119 |
|
|
2014
Q1 | – | Sell |
-400
| Closed | -$25K | – | 575 |
|
|
2013
Q4 | $25K | Buy |
+400
| New | +$25K | 0.02% | 186 |
|