MWM
Moran Wealth Management’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 | $538K | Buy |
4,032
+2,288
| +131% | +$305K | 0.02% | 404 |
|
|
2025
Q1 | $225K | Buy |
+1,744
| New | +$225K | 0.01% | 421 |
|
|
2023
Q2 | – | Sell |
-3,093
| Closed | -$326K | – | 426 |
|
|
2023
Q1 | $326K | Sell |
3,093
-11,950
| -79% | -$1.26M | 0.01% | 322 |
|
|
2022
Q4 | $1.63M | Buy |
+15,043
| New | +$1.63M | 0.06% | 226 |
|