MPW
MA Private Wealth’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 | $225K | Hold |
1,687
| – | – | 0.04% | 78 |
|
|
2025
Q1 | $218K | Hold |
1,687
| – | – | 0.04% | 74 |
|
|
2024
Q4 | $215K | Hold |
1,687
| – | – | 0.04% | 71 |
|
|
2024
Q3 | $216K | Hold |
1,687
| – | – | 0.04% | 70 |
|
|
2024
Q2 | $200K | Hold |
1,687
| – | – | 0.04% | 75 |
|
|
2024
Q1 | $204K | Buy |
+1,687
| New | +$204K | 0.04% | 68 |
|
|
2022
Q2 | – | Sell |
-1,881
| Closed | -$211K | – | 90 |
|
|
2022
Q1 | $211K | Sell |
1,881
-168
| -8% | -$18.8K | 0.04% | 84 |
|
|
2021
Q4 | $230K | Buy |
2,049
+1
| +0% | +$112 | 0.04% | 89 |
|
|
2021
Q3 | $212K | Buy |
2,048
+1
| +0% | +$104 | 0.04% | 85 |
|
|
2021
Q2 | $214K | Buy |
2,047
+1
| +0% | +$105 | 0.04% | 87 |
|
|
2021
Q1 | $207K | Sell |
2,046
-380
| -16% | -$38.4K | 0.04% | 90 |
|
|
2020
Q4 | $222K | Buy |
+2,426
| New | +$222K | 0.05% | 64 |
|
|
2020
Q2 | – | Sell |
-22,082
| Closed | -$1.56M | – | 92 |
|
|
2020
Q1 | $1.56M | Buy |
+22,082
| New | +$1.56M | 0.46% | 28 |
|
|
2019
Q4 | – | Sell |
-23,329
| Closed | -$2.07M | – | 96 |
|
|
2019
Q3 | $2.07M | Sell |
23,329
-582
| -2% | -$51.6K | 0.58% | 26 |
|
|
2019
Q2 | $2.09M | Sell |
23,911
-6,141
| -20% | -$537K | 0.61% | 27 |
|
|
2019
Q1 | $2.57M | Sell |
30,052
-17,768
| -37% | -$1.52M | 0.82% | 27 |
|
|
2018
Q4 | $3.73M | Buy |
+47,820
| New | +$3.73M | 1.42% | 20 |
|