Wealthcare Capital Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-499
| Closed | -$50K | – | 658 |
|
|
2021
Q1 | $50K | Buy |
+499
| New | +$48.1K | 0.01% | 137 |
|
|
2020
Q2 | – | Sell |
-546
| Closed | -$39K | – | 245 |
|
|
2020
Q1 | $39K | Buy |
546
+58
| +12% | +$4.98K | 0.01% | 102 |
|
|
2019
Q4 | $46K | Hold |
488
| – | – | 0.01% | 113 |
|
|
2019
Q3 | $43K | Hold |
488
| – | – | 0.01% | 104 |
|
|
2019
Q2 | $43K | Sell |
488
-88
| -15% | -$7.61K | 0.01% | 101 |
|
|
2019
Q1 | $49K | Hold |
576
| – | – | 0.01% | 98 |
|
|
2018
Q4 | $45K | Hold |
576
| – | – | 0.01% | 97 |
|
|
2018
Q3 | $50K | Hold |
576
| – | – | 0.01% | 89 |
|
|
2018
Q2 | $48K | Hold |
576
| – | – | 0.01% | 87 |
|
|
2018
Q1 | $48K | Hold |
576
| – | – | 0.01% | 83 |
|
|
2017
Q4 | $49K | Hold |
576
| – | – | 0.01% | 87 |
|
|
2017
Q3 | $47K | Buy |
+576
| New | +$45.7K | 0.01% | 83 |
|
|
2015
Q4 | – | Sell |
-1,543
| Closed | -$97K | – | 262 |
|
|
2015
Q3 | $97K | Hold |
1,543
| – | – | 0.01% | 67 |
|
|
2015
Q2 | $104K | Sell |
1,543
-2,019
| -57% | -$140K | 0.01% | 69 |
|
|
2015
Q1 | $243K | Buy |
3,562
+2,019
| +131% | +$139K | 0.03% | 93 |
|
|
2014
Q4 | $106K | Hold |
1,543
| – | – | 0.01% | 56 |
|
|
2014
Q3 | $102K | Hold |
1,543
| – | – | 0.01% | 60 |
|
|
2014
Q2 | $102K | Hold |
1,543
| – | – | 0.02% | 59 |
|
|
2014
Q1 | $97K | Hold |
1,543
| – | – | 0.02% | 58 |
|
|
2013
Q4 | $96K | Hold |
1,543
| – | – | 0.02% | 33 |
|
|
2013
Q3 | $89K | Hold |
1,543
| – | – | 0.02% | 31 |
|
|
2013
Q2 | $87K | Buy |
+1,543
| New | +$87.3K | 0.02% | 32 |
|
Other funds holding VYM
RJA
RJFSA