WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $35K | Buy |
442
+77
| +21% | +$6.1K | 0.01% | 797 |
|
|
2017
Q1 | $28K | Sell |
365
-462
| -56% | -$35.4K | 0.01% | 813 |
|
|
2016
Q4 | $63K | Hold |
827
| – | – | 0.02% | 665 |
|
|
2016
Q3 | $60K | Hold |
827
| – | – | 0.01% | 658 |
|
|
2016
Q2 | $59K | Hold |
827
| – | – | 0.02% | 648 |
|
|
2016
Q1 | $57K | Sell |
827
-1,354
| -62% | -$93.3K | 0.02% | 632 |
|
|
2015
Q4 | $146K | Sell |
2,181
-990
| -31% | -$66.3K | 0.04% | 371 |
|
|
2015
Q3 | $199K | Buy |
3,171
+100
| +3% | +$6.28K | 0.06% | 293 |
|
|
2015
Q2 | $207K | Buy |
3,071
+66
| +2% | +$4.45K | 0.06% | 342 |
|
|
2015
Q1 | $205K | Buy |
3,005
+253
| +9% | +$17.3K | 0.06% | 348 |
|
|
2014
Q4 | $189K | Sell |
2,752
-365
| -12% | -$25.1K | 0.04% | 443 |
|
|
2014
Q3 | $207K | Buy |
3,117
+2,806
| +902% | +$186K | 0.04% | 439 |
|
|
2014
Q2 | $21K | Buy |
311
+100
| +47% | +$6.75K | ﹤0.01% | 1257 |
|
|
2014
Q1 | $13K | Buy |
+211
| New | +$13K | ﹤0.01% | 1394 |
|
|
2013
Q3 | – | Sell |
-177
| Closed | -$10K | – | 2264 |
|
|
2013
Q2 | $10K | Buy |
+177
| New | +$10K | ﹤0.01% | 1461 |
|