Marshall Financial Group (Pennsylvania)’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
Q3 | $592K | Sell |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $603K | Buy |
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|
2022
Q3 | $524K | Buy |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | $491K | Buy |
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|
2020
Q3 | $433K | Sell |
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|
2020
Q2 | $448K | Buy |
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|
2020
Q1 | $401K | Buy |
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|
2019
Q4 | $529K | Buy |
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|
2019
Q3 | $499K | Buy |
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|
2019
Q2 | $490K | Buy |
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|
2019
Q1 | $479K | Buy |
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|
2018
Q4 | $435K | Buy |
|