MWC
MBM Wealth Consultants’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 | $43.8M | Buy |
328,449
+6,831
| +2% | +$911K | 11.72% | 2 |
|
|
2025
Q1 | $41.5M | Buy |
321,618
+3,517
| +1% | +$454K | 12.26% | 2 |
|
|
2024
Q4 | $40.6M | Buy |
318,101
+6,041
| +2% | +$770K | 12.08% | 2 |
|
|
2024
Q3 | $40M | Buy |
312,060
+6,560
| +2% | +$841K | 12.62% | 2 |
|
|
2024
Q2 | $36.3M | Buy |
305,500
+4,320
| +1% | +$513K | 12.39% | 3 |
|
|
2024
Q1 | $36.4M | Buy |
301,180
+1,453
| +0.5% | +$176K | 12.82% | 2 |
|
|
2023
Q4 | $34M | Buy |
299,727
+26,403
| +10% | +$2.99M | 12.69% | 2 |
|
|
2023
Q3 | $28M | Buy |
273,324
+12,437
| +5% | +$1.27M | 12.18% | 2 |
|
|
2023
Q2 | $27.9M | Buy |
260,887
+36,552
| +16% | +$3.91M | 11.96% | 3 |
|
|
2023
Q1 | $26.2M | Hold |
224,335
| – | – | 10.7% | 2 |
|
|
2022
Q4 | $24.2M | Buy |
224,335
+3,188
| +1% | +$344K | 11.21% | 1 |
|
|
2022
Q3 | $21.6M | Buy |
221,147
+18,092
| +9% | +$1.76M | 10.39% | 1 |
|
|
2022
Q2 | $20.7M | Buy |
203,055
+6,570
| +3% | +$668K | 10.1% | 1 |
|
|
2022
Q1 | $22.1M | Buy |
196,485
+68,038
| +53% | +$7.64M | 9.16% | 2 |
|
|
2021
Q4 | $14.4M | Buy |
128,447
+10,178
| +9% | +$1.14M | 5.98% | 2 |
|
|
2021
Q3 | $12.2M | Buy |
118,269
+4,448
| +4% | +$460K | 5.58% | 2 |
|
|
2021
Q2 | $11.9M | Buy |
113,821
+1,245
| +1% | +$130K | 5.6% | 2 |
|
|
2021
Q1 | $11.4M | Sell |
112,576
-957
| -0.8% | -$96.7K | 5.78% | 4 |
|
|
2020
Q4 | $10.4M | Buy |
113,533
+6,792
| +6% | +$622K | 5.66% | 3 |
|
|
2020
Q3 | $8.64M | Buy |
106,741
+6,474
| +6% | +$524K | 5.52% | 5 |
|
|
2020
Q2 | $7.9M | Buy |
100,267
+1,199
| +1% | +$94.5K | 5.57% | 5 |
|
|
2020
Q1 | $7.01M | Buy |
99,068
+8,282
| +9% | +$586K | 5.8% | 5 |
|
|
2019
Q4 | $8.51M | Buy |
90,786
+427
| +0.5% | +$40K | 6.31% | 3 |
|
|
2019
Q3 | $8.02M | Buy |
90,359
+3,551
| +4% | +$315K | 6.3% | 3 |
|
|
2019
Q2 | $7.61M | Buy |
86,808
+2,671
| +3% | +$234K | 6.33% | 2 |
|
|
2019
Q1 | $7.21M | Buy |
84,137
+2,420
| +3% | +$207K | 6.32% | 3 |
|
|
2018
Q4 | $6.37M | Buy |
+81,717
| New | +$6.37M | 6.21% | 3 |
|