MWA
Martel Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3M | Buy |
692,364
+21,586
| +3% | +$2.88M | 17.11% | 3 |
|
|
2025
Q1 | $86.5M | Sell |
670,778
-6,808
| -1% | -$878K | 17.23% | 2 |
|
|
2024
Q4 | $86.5M | Buy |
677,586
+30,321
| +5% | +$3.87M | 16.88% | 2 |
|
|
2024
Q3 | $83.3M | Buy |
647,265
+2,264
| +0.4% | +$291K | 17.04% | 3 |
|
|
2024
Q2 | $76.5M | Buy |
645,001
+4,659
| +0.7% | +$553K | 16.41% | 3 |
|
|
2024
Q1 | $77.5M | Buy |
640,342
+11,543
| +2% | +$1.4M | 16.8% | 3 |
|
|
2023
Q4 | $70.2M | Buy |
628,799
+16,855
| +3% | +$1.88M | 15.94% | 3 |
|
|
2023
Q3 | $63.2M | Buy |
611,944
+22,088
| +4% | +$2.28M | 15.73% | 3 |
|
|
2023
Q2 | $62.6M | Buy |
589,856
+19,212
| +3% | +$2.04M | 15.17% | 3 |
|
|
2023
Q1 | $60.2M | Buy |
570,644
+1,669
| +0.3% | +$176K | 15.37% | 3 |
|
|
2022
Q4 | $61.6M | Sell |
568,975
-11,669
| -2% | -$1.26M | 16.69% | 2 |
|
|
2022
Q3 | $55.1M | Sell |
580,644
-3,435
| -0.6% | -$326K | 15.78% | 2 |
|
|
2022
Q2 | $59.4M | Sell |
584,079
-1,727
| -0.3% | -$176K | 16.22% | 2 |
|
|
2022
Q1 | $65.8M | Buy |
585,806
+4,073
| +0.7% | +$457K | 15.99% | 3 |
|
|
2021
Q4 | $65.2M | Buy |
581,733
+14,843
| +3% | +$1.66M | 15.44% | 3 |
|
|
2021
Q3 | $58.6M | Buy |
566,890
+11,209
| +2% | +$1.16M | 14.73% | 3 |
|
|
2021
Q2 | $58.2M | Buy |
555,681
+26,534
| +5% | +$2.78M | 14.65% | 3 |
|
|
2021
Q1 | $53.5M | Buy |
529,147
+14,298
| +3% | +$1.45M | 14.82% | 3 |
|
|
2020
Q4 | $47.1M | Buy |
514,849
+25,061
| +5% | +$2.29M | 13.64% | 3 |
|
|
2020
Q3 | $39.6M | Buy |
489,788
+29,972
| +7% | +$2.43M | 12.86% | 3 |
|
|
2020
Q2 | $36.2M | Buy |
459,816
+22,955
| +5% | +$1.81M | 12.55% | 3 |
|
|
2020
Q1 | $30.9M | Buy |
436,861
+22,623
| +5% | +$1.6M | 12.06% | 3 |
|
|
2019
Q4 | $38.8M | Buy |
414,238
+2,399
| +0.6% | +$225K | 13.36% | 3 |
|
|
2019
Q3 | $36.5M | Buy |
411,839
+9,628
| +2% | +$854K | 13.19% | 3 |
|
|
2019
Q2 | $35.1M | Buy |
402,211
+4,821
| +1% | +$421K | 12.81% | 3 |
|
|
2019
Q1 | $34M | Buy |
397,390
+5,961
| +2% | +$511K | 12.8% | 3 |
|
|
2018
Q4 | $30.5M | Buy |
391,429
+4,830
| +1% | +$377K | 12.54% | 3 |
|
|
2018
Q3 | $33.7M | Buy |
+386,599
| New | +$33.7M | 12.83% | 3 |
|