WWM
Willingdon Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $143K | Sell |
2,019
-157
| -7% | -$11.1K | 0.04% | 120 |
|
|
2019
Q4 | $204K | Sell |
2,176
-86
| -4% | -$8.06K | 0.04% | 127 |
|
|
2019
Q3 | $201K | Buy |
2,262
+902
| +66% | +$80.2K | 0.04% | 122 |
|
|
2019
Q2 | $119K | Buy |
1,360
+57
| +4% | +$4.99K | 0.03% | 143 |
|
|
2019
Q1 | $112K | Sell |
1,303
-761
| -37% | -$65.4K | 0.03% | 146 |
|
|
2018
Q4 | $161K | Buy |
2,064
+173
| +9% | +$13.5K | 0.05% | 134 |
|
|
2018
Q3 | $165K | Buy |
1,891
+202
| +12% | +$17.6K | 0.05% | 135 |
|
|
2018
Q2 | $140K | Buy |
1,689
+106
| +7% | +$8.79K | 0.04% | 128 |
|
|
2018
Q1 | $131K | Buy |
1,583
+828
| +110% | +$68.5K | 0.04% | 130 |
|
|
2017
Q4 | $65K | Hold |
755
| – | – | 0.02% | 149 |
|
|
2017
Q3 | $61K | Buy |
+755
| New | +$61K | 0.02% | 146 |
|