Marcum Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$946K Sell
2024
Q4
$1.02M Sell
2024
Q3
$1.03M Sell
2024
Q2
$973K Sell
2024
Q1
$1.17M Sell
2023
Q4
$1.19M Sell
2023
Q3
$1.19M Sell
2023
Q2
$1.41M Sell
2023
Q1
$1.47M Sell
2022
Q4
$1.59M Sell
2022
Q3
$1.41M Sell
2022
Q2
$1.52M Sell
2022
Q1
$1.83M Sell
2021
Q4
$1.85M Sell
2021
Q3
$1.84M Buy
2021
Q2
$1.44M Sell
2021
Q1
$2.27M Sell
2020
Q4
$2.41M Sell
2020
Q3
$2.79M Sell
2020
Q2
$2.76M Buy