TIA
Traphagen Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,888
| Closed | -$369K | – | 146 |
|
|
2022
Q3 | $369K | Buy |
+3,888
| New | +$369K | 0.07% | 84 |
|
|
2020
Q1 | – | Sell |
-2,970
| Closed | -$278K | – | 131 |
|
|
2019
Q4 | $278K | Sell |
2,970
-1,803
| -38% | -$169K | 0.07% | 97 |
|
|
2019
Q3 | $424K | Sell |
4,773
-48,447
| -91% | -$4.3M | 0.11% | 73 |
|
|
2019
Q2 | $4.65M | Sell |
53,220
-134,925
| -72% | -$11.8M | 1.24% | 21 |
|
|
2019
Q1 | $16.1M | Buy |
+188,145
| New | +$16.1M | 4.55% | 4 |
|