TrueWealth LLC’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $552K | Buy |
7,012
+175
| +3% | +$13.8K | 0.23% | 68 |
|
|
2020
Q1 | $484K | Sell |
6,837
-897
| -12% | -$63.5K | 0.24% | 69 |
|
|
2019
Q4 | $725K | Buy |
7,734
+64
| +0.8% | +$6K | 0.29% | 53 |
|
|
2019
Q3 | $681K | Buy |
7,670
+3,067
| +67% | +$272K | 0.29% | 56 |
|
|
2019
Q2 | $402K | Buy |
4,603
+2,032
| +79% | +$177K | 0.18% | 83 |
|
|
2019
Q1 | $220K | Buy |
2,571
+1,019
| +66% | +$87.2K | 0.1% | 126 |
|
|
2018
Q4 | $121K | Hold |
1,552
| – | – | 0.06% | 172 |
|
|
2018
Q3 | $135K | Buy |
1,552
+552
| +55% | +$48K | 0.06% | 173 |
|
|
2018
Q2 | $83K | Hold |
1,000
| – | – | 0.04% | 216 |
|
|
2018
Q1 | $82K | Buy |
+1,000
| New | +$82K | 0.04% | 216 |
|