UFA
US Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,004
| Closed | -$213K | – | 75 |
|
|
2023
Q2 | $213K | Sell |
2,004
-5,888
| -75% | -$625K | 0.09% | 67 |
|
|
2023
Q1 | $833K | Buy |
+7,892
| New | +$833K | 0.37% | 37 |
|
|
2021
Q2 | – | Sell |
-3,316
| Closed | -$335K | – | 135 |
|
|
2021
Q1 | $335K | Hold |
3,316
| – | – | 0.09% | 108 |
|
|
2020
Q4 | $303K | Buy |
+3,316
| New | +$303K | 0.09% | 96 |
|
|
2016
Q1 | – | Sell |
-2,091
| Closed | -$140K | – | 616 |
|
|
2015
Q4 | $140K | Buy |
2,091
+1,387
| +197% | +$92.9K | 0.13% | 75 |
|
|
2015
Q3 | $44K | Hold |
704
| – | – | 0.07% | 117 |
|
|
2015
Q2 | $47K | Sell |
704
-237
| -25% | -$15.8K | 0.04% | 108 |
|
|
2015
Q1 | $64K | Hold |
941
| – | – | 0.06% | 93 |
|
|
2014
Q4 | $65K | Buy |
+941
| New | +$65K | 0.06% | 95 |
|