FMWA
Forvis Mazars Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Sell |
70,168
-2,985
| -4% | -$398K | 0.2% | 59 |
|
|
2025
Q1 | $9.43M | Sell |
73,153
-8,141
| -10% | -$1.05M | 0.23% | 55 |
|
|
2024
Q4 | $10.4M | Sell |
81,294
-107
| -0.1% | -$13.7K | 0.24% | 55 |
|
|
2024
Q3 | $10.4M | Sell |
81,401
-4,711
| -5% | -$604K | 0.24% | 54 |
|
|
2024
Q2 | $10.2M | Sell |
86,112
-4,872
| -5% | -$578K | 0.25% | 54 |
|
|
2024
Q1 | $11M | Sell |
90,984
-575
| -0.6% | -$69.6K | 0.28% | 52 |
|
|
2023
Q4 | $10.2M | Sell |
91,559
-2,812
| -3% | -$314K | 0.28% | 52 |
|
|
2023
Q3 | $9.75M | Sell |
94,371
-2,763
| -3% | -$285K | 0.29% | 58 |
|
|
2023
Q2 | $10.3M | Buy |
97,134
+2,247
| +2% | +$238K | 0.3% | 59 |
|
|
2023
Q1 | $10M | Buy |
94,887
+7,960
| +9% | +$840K | 0.33% | 54 |
|
|
2022
Q4 | $9.41M | Buy |
86,927
+10,868
| +14% | +$1.18M | 0.33% | 57 |
|
|
2022
Q3 | $7.22M | Buy |
76,059
+1,871
| +3% | +$178K | 0.29% | 56 |
|
|
2022
Q2 | $7.55M | Buy |
74,188
+13,742
| +23% | +$1.4M | 0.31% | 51 |
|
|
2022
Q1 | $6.79M | Buy |
60,446
+1,585
| +3% | +$178K | 0.29% | 42 |
|
|
2021
Q4 | $6.6M | Sell |
58,861
-976
| -2% | -$109K | 0.28% | 42 |
|
|
2021
Q3 | $6.18M | Buy |
59,837
+531
| +0.9% | +$54.9K | 0.28% | 41 |
|
|
2021
Q2 | $6.21M | Buy |
59,306
+1,458
| +3% | +$153K | 0.29% | 40 |
|
|
2021
Q1 | $5.85M | Buy |
57,848
+1,062
| +2% | +$107K | 0.29% | 40 |
|
|
2020
Q4 | $5.2M | Sell |
56,786
-1,412
| -2% | -$129K | 0.26% | 47 |
|
|
2020
Q3 | $4.71M | Sell |
58,198
-9,202
| -14% | -$745K | 0.27% | 51 |
|
|
2020
Q2 | $5.31M | Sell |
67,400
-22,694
| -25% | -$1.79M | 0.34% | 37 |
|
|
2020
Q1 | $6.37M | Sell |
90,094
-11,104
| -11% | -$786K | 0.52% | 26 |
|
|
2019
Q4 | $9.48M | Buy |
101,198
+3,433
| +4% | +$322K | 0.68% | 18 |
|
|
2019
Q3 | $8.68M | Buy |
97,765
+2,684
| +3% | +$238K | 0.69% | 18 |
|
|
2019
Q2 | $8.31M | Buy |
95,081
+3,375
| +4% | +$295K | 0.67% | 20 |
|
|
2019
Q1 | $7.86M | Buy |
91,706
+12,900
| +16% | +$1.11M | 0.65% | 21 |
|
|
2018
Q4 | $6.15M | Buy |
78,806
+5,501
| +8% | +$429K | 0.63% | 20 |
|
|
2018
Q3 | $6.38M | Buy |
73,305
+5,204
| +8% | +$453K | 0.56% | 23 |
|
|
2018
Q2 | $5.66M | Buy |
68,101
+3,759
| +6% | +$312K | 0.55% | 22 |
|
|
2018
Q1 | $5.31M | Buy |
64,342
+9,611
| +18% | +$793K | 0.53% | 23 |
|
|
2017
Q4 | $4.69M | Buy |
54,731
+19,319
| +55% | +$1.65M | 0.47% | 26 |
|
|
2017
Q3 | $2.87M | Buy |
+35,412
| New | +$2.87M | 0.32% | 43 |
|