MGWA
Monument Group Wealth Advisors’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 | $233K | Sell |
1,750
-387
| -18% | -$51.6K | 0.15% | 48 |
|
|
2025
Q1 | $276K | Buy |
2,137
+387
| +22% | +$49.9K | 0.19% | 38 |
|
|
2024
Q4 | $223K | Hold |
1,750
| – | – | 0.16% | 44 |
|
|
2024
Q3 | $224K | Hold |
1,750
| – | – | 0.13% | 45 |
|
|
2024
Q2 | $208K | Hold |
1,750
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $212K | Buy |
+1,750
| New | +$212K | 0.16% | 45 |
|