Montz Harcus Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.41M | Buy |
63,105
+2,084
| +3% | +$278K | 4.06% | 9 |
|
|
2025
Q1 | $7.87M | Buy |
61,021
+609
| +1% | +$78.5K | 4.3% | 8 |
|
|
2024
Q4 | $7.71M | Buy |
60,412
+2,014
| +3% | +$257K | 4.31% | 8 |
|
|
2024
Q3 | $7.49M | Buy |
58,398
+400
| +0.7% | +$51.3K | 4.37% | 9 |
|
|
2024
Q2 | $6.88M | Buy |
57,998
+1,150
| +2% | +$136K | 4.46% | 9 |
|
|
2024
Q1 | $6.88M | Buy |
56,848
+133
| +0.2% | +$16.1K | 4.65% | 6 |
|
|
2023
Q4 | $6.33M | Buy |
56,715
+593
| +1% | +$66.2K | 4.83% | 7 |
|
|
2023
Q3 | $5.8M | Buy |
56,122
+293
| +0.5% | +$30.3K | 4.95% | 6 |
|
|
2023
Q2 | $5.92M | Buy |
55,829
+3,159
| +6% | +$335K | 4.9% | 7 |
|
|
2023
Q1 | $5.56M | Sell |
52,670
-115
| -0.2% | -$12.1K | 5.13% | 6 |
|
|
2022
Q4 | $5.71M | Buy |
52,785
+9,015
| +21% | +$976K | 5.66% | 6 |
|
|
2022
Q3 | $4.15M | Buy |
43,770
+1,332
| +3% | +$126K | 4.57% | 7 |
|
|
2022
Q2 | $4.32M | Buy |
42,438
+1,319
| +3% | +$134K | 4.55% | 7 |
|
|
2022
Q1 | $4.62M | Buy |
41,119
+969
| +2% | +$109K | 4.14% | 8 |
|
|
2021
Q4 | $4.5M | Buy |
+40,150
| New | +$4.5M | 3.94% | 8 |
|