MMPW
Mitchell McLeod Pugh & Williams’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 | $540K | Buy |
4,053
+24
| +0.6% | +$3.2K | 0.1% | 170 |
|
|
2025
Q1 | $520K | Buy |
4,029
+25
| +0.6% | +$3.22K | 0.11% | 169 |
|
|
2024
Q4 | $511K | Hold |
4,004
| – | – | 0.11% | 169 |
|
|
2024
Q3 | $513K | Hold |
4,004
| – | – | 0.11% | 173 |
|
|
2024
Q2 | $475K | Sell |
4,004
-141
| -3% | -$16.7K | 0.11% | 166 |
|
|
2024
Q1 | $502K | Sell |
4,145
-15
| -0.4% | -$1.82K | 0.12% | 161 |
|
|
2023
Q4 | $464K | Sell |
4,160
-24
| -0.6% | -$2.68K | 0.12% | 160 |
|
|
2023
Q3 | $432K | Hold |
4,184
| – | – | 0.13% | 159 |
|
|
2023
Q2 | $444K | Hold |
4,184
| – | – | 0.13% | 159 |
|
|
2023
Q1 | $441K | Hold |
4,184
| – | – | 0.14% | 163 |
|
|
2022
Q4 | $453K | Buy |
4,184
+1,250
| +43% | +$135K | 0.15% | 153 |
|
|
2022
Q3 | $278K | Buy |
+2,934
| New | +$278K | 0.11% | 185 |
|