Marshall Financial Group (Pennsylvania)’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
4,269
+28
| +0.7% | +$3.73K | 0.17% | 39 |
|
|
2025
Q1 | $547K | Sell |
4,241
-111
| -3% | -$14.3K | 0.17% | 37 |
|
|
2024
Q4 | $555K | Buy |
4,352
+32
| +0.7% | +$4.08K | 0.17% | 41 |
|
|
2024
Q3 | $554K | Sell |
4,320
-79
| -2% | -$10.1K | 0.17% | 41 |
|
|
2024
Q2 | $522K | Sell |
4,399
-302
| -6% | -$35.8K | 0.17% | 41 |
|
|
2024
Q1 | $569K | Sell |
4,701
-306
| -6% | -$37K | 0.19% | 38 |
|
|
2023
Q4 | $559K | Sell |
5,007
-264
| -5% | -$29.5K | 0.2% | 37 |
|
|
2023
Q3 | $545K | Buy |
5,271
+350
| +7% | +$36.2K | 0.22% | 33 |
|
|
2023
Q2 | $522K | Sell |
4,921
-248
| -5% | -$26.3K | 0.2% | 36 |
|
|
2023
Q1 | $545K | Sell |
5,169
-399
| -7% | -$42.1K | 0.22% | 36 |
|
|
2022
Q4 | $603K | Buy |
5,568
+44
| +0.8% | +$4.76K | 0.26% | 36 |
|
|
2022
Q3 | $524K | Buy |
5,524
+32
| +0.6% | +$3.04K | 0.25% | 37 |
|
|
2022
Q2 | $559K | Buy |
5,492
+32
| +0.6% | +$3.26K | 0.25% | 35 |
|
|
2022
Q1 | $613K | Buy |
5,460
+24
| +0.4% | +$2.7K | 0.24% | 35 |
|
|
2021
Q4 | $609K | Buy |
5,436
+33
| +0.6% | +$3.7K | 0.24% | 38 |
|
|
2021
Q3 | $558K | Buy |
5,403
+14
| +0.3% | +$1.45K | 0.23% | 38 |
|
|
2021
Q2 | $565K | Buy |
5,389
+13
| +0.2% | +$1.36K | 0.24% | 37 |
|
|
2021
Q1 | $543K | Buy |
5,376
+13
| +0.2% | +$1.31K | 0.25% | 36 |
|
|
2020
Q4 | $491K | Buy |
5,363
+17
| +0.3% | +$1.56K | 0.24% | 38 |
|
|
2020
Q3 | $433K | Sell |
5,346
-343
| -6% | -$27.8K | 0.26% | 35 |
|
|
2020
Q2 | $448K | Buy |
5,689
+24
| +0.4% | +$1.89K | 0.3% | 34 |
|
|
2020
Q1 | $401K | Buy |
5,665
+18
| +0.3% | +$1.27K | 0.32% | 33 |
|
|
2019
Q4 | $529K | Buy |
5,647
+18
| +0.3% | +$1.69K | 0.36% | 32 |
|
|
2019
Q3 | $499K | Buy |
5,629
+19
| +0.3% | +$1.68K | 0.38% | 29 |
|
|
2019
Q2 | $490K | Buy |
5,610
+15
| +0.3% | +$1.31K | 0.37% | 30 |
|
|
2019
Q1 | $479K | Buy |
5,595
+16
| +0.3% | +$1.37K | 0.39% | 30 |
|
|
2018
Q4 | $435K | Buy |
+5,579
| New | +$435K | 0.41% | 29 |
|