MSWA
VYM icon

Marshall & Sterling Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VYM Stock Details VYM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
2,125
+32
+2% +$4.26K 0.19% 68
2025
Q1 		$270K Sell
2,093
-156
-7% -$20.1K 0.18% 71
2024
Q4 		$287K Buy
+2,249
New +$287K 0.2% 72