MWM
Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $960K | Buy |
9,437
+240
| +3% | +$24.4K | 0.25% | 75 |
|
|
2022
Q1 | $1.03M | Buy |
9,197
+122
| +1% | +$13.7K | 0.22% | 86 |
|
|
2021
Q4 | $1.02M | Buy |
9,075
+300
| +3% | +$33.6K | 0.2% | 91 |
|
|
2021
Q3 | $907K | Buy |
8,775
+200
| +2% | +$20.7K | 0.2% | 95 |
|
|
2021
Q2 | $899K | Buy |
8,575
+6,000
| +233% | +$629K | 0.2% | 97 |
|
|
2021
Q1 | $260K | Hold |
2,575
| – | – | 0.07% | 149 |
|
|
2020
Q4 | $236K | Hold |
2,575
| – | – | 0.07% | 141 |
|
|
2020
Q3 | $208K | Buy |
+2,575
| New | +$208K | 0.08% | 130 |
|
|
2020
Q1 | – | Sell |
-4,075
| Closed | -$385K | – | 135 |
|
|
2019
Q4 | $385K | Buy |
+4,075
| New | +$385K | 0.18% | 96 |
|