MWM
MBE Wealth Management’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 | $435K | Sell |
3,263
-440
| -12% | -$58.6K | 0.19% | 70 |
|
|
2025
Q1 | $477K | Buy |
3,703
+204
| +6% | +$26.3K | 0.23% | 57 |
|
|
2024
Q4 | $446K | Sell |
3,499
-734
| -17% | -$93.6K | 0.25% | 52 |
|
|
2024
Q3 | $543K | Buy |
4,233
+284
| +7% | +$36.4K | 0.3% | 48 |
|
|
2024
Q2 | $468K | Sell |
3,949
-326
| -8% | -$38.7K | 0.28% | 49 |
|
|
2024
Q1 | $517K | Sell |
4,275
-67
| -2% | -$8.11K | 0.32% | 46 |
|
|
2023
Q4 | $485K | Sell |
4,342
-76
| -2% | -$8.49K | 0.25% | 49 |
|
|
2023
Q3 | $456K | Buy |
4,418
+472
| +12% | +$48.8K | 0.26% | 44 |
|
|
2023
Q2 | $419K | Sell |
3,946
-92
| -2% | -$9.76K | 0.23% | 50 |
|
|
2023
Q1 | $426K | Buy |
4,038
+18
| +0.4% | +$1.9K | 0.25% | 43 |
|
|
2022
Q4 | $435K | Buy |
4,020
+347
| +9% | +$37.5K | 0.28% | 38 |
|
|
2022
Q3 | $349K | Sell |
3,673
-1,556
| -30% | -$148K | 0.25% | 38 |
|
|
2022
Q2 | $532K | Sell |
5,229
-40
| -0.8% | -$4.07K | 0.37% | 30 |
|
|
2022
Q1 | $591K | Buy |
5,269
+170
| +3% | +$19.1K | 0.35% | 30 |
|
|
2021
Q4 | $572K | Buy |
5,099
+150
| +3% | +$16.8K | 0.29% | 24 |
|
|
2021
Q3 | $511K | Sell |
4,949
-334
| -6% | -$34.5K | 0.26% | 25 |
|
|
2021
Q2 | $553K | Sell |
5,283
-284
| -5% | -$29.7K | 0.29% | 25 |
|
|
2021
Q1 | $563K | Sell |
5,567
-696
| -11% | -$70.4K | 0.31% | 32 |
|
|
2020
Q4 | $573K | Sell |
6,263
-274
| -4% | -$25.1K | 0.39% | 29 |
|
|
2020
Q3 | $514K | Hold |
6,537
| – | – | 0.43% | 26 |
|
|
2020
Q2 | $514K | Sell |
6,537
-6,251
| -49% | -$492K | 0.43% | 26 |
|
|
2020
Q1 | $904K | Sell |
12,788
-9,810
| -43% | -$693K | 0.86% | 16 |
|
|
2019
Q4 | $2.12M | Buy |
+22,598
| New | +$2.12M | 2.12% | 9 |
|