MFA
McClarren Financial 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 | $1.62M | Buy |
12,152
+6,242
| +106% | +$832K | 1.05% | 20 |
|
|
2025
Q1 | $1.57M | Buy |
+5,910
| New | +$1.57M | 1.04% | 18 |
|
|
2024
Q4 | – | Sell |
-5,984
| Closed | -$119 | – | 325 |
|
|
2024
Q3 | $119 | Buy |
5,984
+4,443
| +288% | +$88 | 0.02% | 92 |
|
|
2024
Q2 | $1.47M | Sell |
1,541
-10,855
| -88% | -$10.4M | 1.03% | 19 |
|
|
2024
Q1 | $1.5M | Sell |
12,396
-267
| -2% | -$32.3K | 1.08% | 19 |
|
|
2023
Q4 | $1.41M | Sell |
12,663
-276
| -2% | -$30.8K | 1.08% | 19 |
|
|
2023
Q3 | $1.34M | Sell |
12,939
-890
| -6% | -$91.8K | 1.16% | 16 |
|
|
2023
Q2 | $1.47M | Buy |
13,829
+238
| +2% | +$25.2K | 1.21% | 16 |
|
|
2023
Q1 | $1.43M | Sell |
13,591
-1,059
| -7% | -$111K | 1.3% | 15 |
|
|
2022
Q4 | $1.59M | Buy |
14,650
+6,611
| +82% | +$715K | 1.51% | 14 |
|
|
2022
Q3 | $762K | Buy |
+8,039
| New | +$762K | 0.76% | 22 |
|
|
2022
Q2 | – | Sell |
-7,961
| Closed | -$893K | – | 287 |
|
|
2022
Q1 | $893K | Sell |
7,961
-480
| -6% | -$53.8K | 0.65% | 25 |
|
|
2021
Q4 | $946K | Sell |
8,441
-1,218
| -13% | -$137K | 0.65% | 25 |
|
|
2021
Q3 | $998K | Sell |
9,659
-46
| -0.5% | -$4.75K | 0.78% | 22 |
|
|
2021
Q2 | $1.02M | Sell |
9,705
-58
| -0.6% | -$6.07K | 0.82% | 21 |
|
|
2021
Q1 | $987K | Sell |
9,763
-329
| -3% | -$33.3K | 0.88% | 20 |
|
|
2020
Q4 | $922K | Buy |
+10,092
| New | +$922K | 0.89% | 20 |
|