MFGM
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Marshall Financial Group (Maryland)’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,777
Closed -$300K – 195
2022
Q4 		$300K Sell
2,777
-3
-0.1% -$319 0.12% 140
2022
Q3 		$264K Sell
2,780
-91
-3% -$9.46K 0.11% 158
2022
Q2 		$292K Sell
2,871
-52
-2% -$5.63K 0.12% 153
2022
Q1 		$328K Sell
2,923
-101
-3% -$11.3K 0.13% 162
2021
Q4 		$339K Sell
3,024
-27
-0.9% -$2.94K 0.12% 168
2021
Q3 		$315K Sell
3,051
-79
-3% -$8.35K 0.16% 149
2021
Q2 		$328K Sell
3,130
-55
-2% -$5.78K 0.18% 141
2021
Q1 		$322K Sell
3,185
-114
-3% -$11K 0.19% 113
2020
Q4 		$302K Buy
+3,299
New +$287K 0.2% 107

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