MWPCG
Measured Wealth Private Client Group’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 | $23.2M | Buy |
173,799
+486
| +0.3% | +$64.8K | 6.93% | 3 |
|
|
2025
Q1 | $22.4M | Buy |
173,313
+5,727
| +3% | +$739K | 7.18% | 3 |
|
|
2024
Q4 | $21.4M | Buy |
167,586
+1,555
| +0.9% | +$198K | 6.91% | 3 |
|
|
2024
Q3 | $21.3M | Buy |
166,031
+35,330
| +27% | +$4.53M | 7.12% | 3 |
|
|
2024
Q2 | $15.5M | Buy |
130,701
+272
| +0.2% | +$32.3K | 5.45% | 5 |
|
|
2024
Q1 | $15.8M | Sell |
130,429
-3,818
| -3% | -$462K | 5.51% | 5 |
|
|
2023
Q4 | $15M | Sell |
134,247
-1,716
| -1% | -$192K | 5.52% | 5 |
|
|
2023
Q3 | $14M | Sell |
135,963
-2,737
| -2% | -$283K | 5.65% | 5 |
|
|
2023
Q2 | $14.7M | Sell |
138,700
-16,435
| -11% | -$1.74M | 5.59% | 5 |
|
|
2023
Q1 | $16.4M | Buy |
155,135
+1,175
| +0.8% | +$124K | 6.3% | 4 |
|
|
2022
Q4 | $16.7M | Buy |
153,960
+19,957
| +15% | +$2.16M | 6.86% | 3 |
|
|
2022
Q3 | $12.7M | Sell |
134,003
-7,022
| -5% | -$666K | 5.62% | 4 |
|
|
2022
Q2 | $14.3M | Sell |
141,025
-56,635
| -29% | -$5.76M | 6.33% | 3 |
|
|
2022
Q1 | $22.2M | Sell |
197,660
-2
| -0% | -$224 | 8.16% | 4 |
|
|
2021
Q4 | $22.2M | Buy |
197,662
+5,779
| +3% | +$648K | 7.83% | 4 |
|
|
2021
Q3 | $19.8M | Sell |
191,883
-10,379
| -5% | -$1.07M | 7.63% | 4 |
|
|
2021
Q2 | $21.2M | Buy |
202,262
+4,691
| +2% | +$491K | 6.74% | 4 |
|
|
2021
Q1 | $20M | Buy |
197,571
+391
| +0.2% | +$39.5K | 7.08% | 4 |
|
|
2020
Q4 | $18M | Buy |
197,180
+1,268
| +0.6% | +$116K | 7.52% | 4 |
|
|
2020
Q3 | $15.9M | Buy |
195,912
+8,656
| +5% | +$701K | 7.67% | 4 |
|
|
2020
Q2 | $14.8M | Buy |
187,256
+24,055
| +15% | +$1.9M | 8.61% | 4 |
|
|
2020
Q1 | $11.5M | Buy |
163,201
+5,084
| +3% | +$360K | 8.99% | 3 |
|
|
2019
Q4 | $14.8M | Buy |
158,117
+7,129
| +5% | +$668K | 9.88% | 3 |
|
|
2019
Q3 | $13.4M | Sell |
150,988
-6,992
| -4% | -$620K | 8.66% | 3 |
|
|
2019
Q2 | $13.8M | Buy |
157,980
+2,455
| +2% | +$215K | 7.97% | 2 |
|
|
2019
Q1 | $13.3M | Buy |
155,525
+7,507
| +5% | +$643K | 8.21% | 2 |
|
|
2018
Q4 | $11.5M | Buy |
148,018
+5,435
| +4% | +$424K | 10.47% | 2 |
|
|
2018
Q3 | $12.4M | Buy |
142,583
+5,880
| +4% | +$512K | 7.45% | 2 |
|
|
2018
Q2 | $11.4M | Buy |
+136,703
| New | +$11.4M | 9.24% | 2 |
|
|
2017
Q3 | $9.5M | Buy |
+117,180
| New | +$9.5M | 12.99% | 2 |
|