MWM
MinichMacGregor 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 | – | Sell |
-2,164
| Closed | -$279K | – | 144 |
|
|
2025
Q1 | $279K | Hold |
2,164
| – | – | 0.06% | 100 |
|
|
2024
Q4 | $276K | Hold |
2,164
| – | – | 0.06% | 102 |
|
|
2024
Q3 | $277K | Hold |
2,164
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $257K | Hold |
2,164
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $261K | Hold |
2,164
| – | – | 0.07% | 91 |
|
|
2023
Q4 | $242K | Hold |
2,164
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $224K | Buy |
+2,164
| New | +$224K | 0.07% | 83 |
|
|
2023
Q1 | – | Sell |
-1,864
| Closed | -$202K | – | 647 |
|
|
2022
Q4 | $202K | Buy |
+1,864
| New | +$202K | 0.07% | 81 |
|
|
2022
Q2 | – | Sell |
-1,864
| Closed | -$209K | – | 101 |
|
|
2022
Q1 | $209K | Hold |
1,864
| – | – | 0.07% | 83 |
|
|
2021
Q4 | $208K | Buy |
+1,864
| New | +$208K | 0.06% | 82 |
|
|
2018
Q4 | – | Sell |
-290
| Closed | -$25K | – | 522 |
|
|
2018
Q3 | $25K | Hold |
290
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $24K | Hold |
290
| – | – | 0.02% | 190 |
|
|
2018
Q1 | $23K | Hold |
290
| – | – | 0.02% | 197 |
|
|
2017
Q4 | $24K | Hold |
290
| – | – | 0.02% | 183 |
|
|
2017
Q3 | $23K | Hold |
290
| – | – | 0.02% | 186 |
|
|
2017
Q2 | $22K | Hold |
290
| – | – | 0.02% | 181 |
|
|
2017
Q1 | $22K | Hold |
290
| – | – | 0.02% | 179 |
|
|
2016
Q4 | $21K | Hold |
290
| – | – | 0.02% | 178 |
|
|
2016
Q3 | $20K | Hold |
290
| – | – | 0.02% | 184 |
|
|
2016
Q2 | $20K | Hold |
290
| – | – | 0.02% | 178 |
|
|
2016
Q1 | $20K | Buy |
+290
| New | +$20K | 0.02% | 178 |
|