MSWM
McGlone Suttner 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 | $5.33M | Sell |
39,988
-631
| -2% | -$84.1K | 0.8% | 17 |
|
|
2025
Q1 | $5.24M | Sell |
40,619
-1,051
| -3% | -$136K | 0.86% | 17 |
|
|
2024
Q4 | $5.32M | Buy |
41,670
+4,865
| +13% | +$621K | 0.89% | 18 |
|
|
2024
Q3 | $4.72M | Sell |
36,805
-8,753
| -19% | -$1.12M | 0.98% | 16 |
|
|
2024
Q2 | $5.09M | Buy |
45,558
+1,900
| +4% | +$212K | 1.04% | 15 |
|
|
2024
Q1 | $5.28M | Sell |
43,658
-1,900
| -4% | -$230K | 0.99% | 16 |
|
|
2023
Q4 | $5.09M | Sell |
45,558
-275
| -0.6% | -$30.7K | 1.01% | 15 |
|
|
2023
Q3 | $4.74M | Sell |
45,833
-6,505
| -12% | -$672K | 1.1% | 14 |
|
|
2023
Q2 | $5.55M | Sell |
52,338
-647
| -1% | -$68.6K | 1.27% | 13 |
|
|
2023
Q1 | $5.59M | Buy |
52,985
+34
| +0.1% | +$3.59K | 1.44% | 12 |
|
|
2022
Q4 | $5.73M | Buy |
+52,951
| New | +$5.73M | 1.82% | 11 |
|