Wealthspire Advisors (Maryland)’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
Q3 | $696K | Sell |
8,605
-18,254
| -68% | -$1.48M | 0.02% | 222 |
|
|
2020
Q2 | $2.12M | Buy |
26,859
+504
| +2% | +$39.7K | 0.15% | 91 |
|
|
2020
Q1 | $1.87M | Sell |
26,355
-6,037
| -19% | -$427K | 0.16% | 88 |
|
|
2019
Q4 | $3.04M | Buy |
32,392
+5,247
| +19% | +$492K | 0.2% | 75 |
|
|
2019
Q3 | $2.41M | Sell |
27,145
-1,413
| -5% | -$125K | 0.18% | 83 |
|
|
2019
Q2 | $2.5M | Buy |
28,558
+61
| +0.2% | +$5.33K | 0.19% | 82 |
|
|
2019
Q1 | $2.44M | Buy |
28,497
+258
| +0.9% | +$22.1K | 0.18% | 80 |
|
|
2018
Q4 | $2.2M | Sell |
28,239
-240
| -0.8% | -$18.7K | 0.2% | 73 |
|
|
2018
Q3 | $2.48M | Hold |
28,479
| – | – | 0.2% | 69 |
|
|
2018
Q2 | $2.37M | Buy |
28,479
+134
| +0.5% | +$11.1K | 0.21% | 65 |
|
|
2018
Q1 | $2.34M | Buy |
28,345
+367
| +1% | +$30.3K | 0.22% | 68 |
|
|
2017
Q4 | $2.4M | Buy |
27,978
+3,478
| +14% | +$298K | 0.23% | 71 |
|
|
2017
Q3 | $1.99M | Sell |
24,500
-629
| -3% | -$51K | 0.22% | 73 |
|
|
2017
Q2 | $1.96M | Buy |
25,129
+19,229
| +326% | +$1.5M | 0.23% | 71 |
|
|
2017
Q1 | $458K | Sell |
5,900
-20
| -0.3% | -$1.55K | 0.07% | 198 |
|
|
2016
Q4 | $449K | Buy |
5,920
+639
| +12% | +$48.5K | 0.07% | 192 |
|
|
2016
Q3 | $381K | Buy |
5,281
+7
| +0.1% | +$505 | 0.06% | 222 |
|
|
2016
Q2 | $377K | Buy |
5,274
+9
| +0.2% | +$643 | 0.06% | 207 |
|
|
2016
Q1 | $364K | Sell |
5,265
-2,893
| -35% | -$200K | 0.06% | 210 |
|
|
2015
Q4 | $545K | Buy |
+8,158
| New | +$545K | 0.1% | 141 |
|