MWM
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Modern Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Modern Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
5,485
+82
+2% +$10.9K 0.02% 413
2025
Q1 		$697K Buy
5,403
+1,045
+24% +$135K 0.02% 363
2024
Q4 		$556K Buy
+4,358
New +$556K 0.02% 346