MWM
McNaughton 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 | $4.27M | Buy |
32,059
+239
| +0.8% | +$31.9K | 1.91% | 16 |
|
|
2025
Q1 | $4.1M | Sell |
31,820
-75,139
| -70% | -$9.69M | 1.99% | 13 |
|
|
2024
Q4 | $13.6M | Sell |
106,959
-12
| -0% | -$1.53K | 6.58% | 5 |
|
|
2024
Q3 | $13.7M | Buy |
106,971
+1,595
| +2% | +$204K | 6.68% | 4 |
|
|
2024
Q2 | $12.5M | Buy |
105,376
+3,366
| +3% | +$399K | 6.63% | 5 |
|
|
2024
Q1 | $12.3M | Buy |
102,010
+1,259
| +1% | +$152K | 6.84% | 4 |
|
|
2023
Q4 | $11.2M | Buy |
100,751
+4,063
| +4% | +$454K | 6.66% | 4 |
|
|
2023
Q3 | $9.99M | Buy |
96,688
+2,351
| +2% | +$243K | 6.64% | 4 |
|
|
2023
Q2 | $10M | Buy |
94,337
+3,576
| +4% | +$379K | 6.4% | 4 |
|
|
2023
Q1 | $9.58M | Buy |
90,761
+511
| +0.6% | +$53.9K | 6.35% | 4 |
|
|
2022
Q4 | $9.77M | Buy |
90,250
+1,403
| +2% | +$152K | 6.68% | 3 |
|
|
2022
Q3 | $8.43M | Buy |
88,847
+295
| +0.3% | +$28K | 6.19% | 3 |
|
|
2022
Q2 | $9.01M | Sell |
88,552
-188
| -0.2% | -$19.1K | 6.37% | 3 |
|
|
2022
Q1 | $9.96M | Buy |
88,740
+1,869
| +2% | +$210K | 6.48% | 3 |
|
|
2021
Q4 | $9.95M | Buy |
86,871
+2,810
| +3% | +$322K | 6.44% | 3 |
|
|
2021
Q3 | $8.69M | Sell |
84,061
-5,553
| -6% | -$574K | 6.14% | 4 |
|
|
2021
Q2 | $9.39M | Sell |
89,614
-2,402
| -3% | -$252K | 6.58% | 3 |
|
|
2021
Q1 | $9.3M | Sell |
92,016
-6,486
| -7% | -$656K | 7.12% | 3 |
|
|
2020
Q4 | $9.01M | Sell |
98,502
-1,591
| -2% | -$146K | 7.22% | 3 |
|
|
2020
Q3 | $8.1M | Sell |
100,093
-1,550
| -2% | -$125K | 7.09% | 4 |
|
|
2020
Q2 | $8.01M | Sell |
101,643
-1,438
| -1% | -$113K | 7.42% | 4 |
|
|
2020
Q1 | $7.29M | Buy |
103,081
+12,366
| +14% | +$875K | 7.79% | 3 |
|
|
2019
Q4 | $8.5M | Buy |
+90,715
| New | +$8.5M | 7.91% | 3 |
|