MWP
Moller Wealth Partners’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 | $802K | Sell |
6,013
-4,676
| -44% | -$623K | 0.18% | 39 |
|
|
2025
Q1 | $1.38M | Buy |
10,689
+193
| +2% | +$24.9K | 0.34% | 32 |
|
|
2024
Q4 | $1.34M | Buy |
10,496
+3,953
| +60% | +$504K | 0.35% | 30 |
|
|
2024
Q3 | $839K | Buy |
6,543
+2,818
| +76% | +$361K | 0.21% | 35 |
|
|
2024
Q2 | $442K | Buy |
+3,725
| New | +$442K | 0.12% | 42 |
|