MSH Capital Advisors’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 | $5.71M | Buy |
42,805
+2,310
| +6% | +$308K | 1.64% | 11 |
|
|
2025
Q1 | $5.22M | Buy |
40,495
+2,925
| +8% | +$377K | 1.62% | 12 |
|
|
2024
Q4 | $4.79M | Buy |
37,570
+1,842
| +5% | +$235K | 1.51% | 16 |
|
|
2024
Q3 | $4.58M | Buy |
35,728
+2,149
| +6% | +$276K | 1.4% | 17 |
|
|
2024
Q2 | $3.98M | Buy |
33,579
+3,992
| +13% | +$473K | 1.33% | 19 |
|
|
2024
Q1 | $3.58M | Buy |
29,587
+5,278
| +22% | +$639K | 1.26% | 20 |
|
|
2023
Q4 | $2.71M | Sell |
24,309
-1,517
| -6% | -$169K | 1.01% | 25 |
|
|
2023
Q3 | $2.67M | Buy |
25,826
+2,033
| +9% | +$210K | 1.05% | 22 |
|
|
2023
Q2 | $2.52M | Buy |
23,793
+1,808
| +8% | +$192K | 0.92% | 30 |
|
|
2023
Q1 | $2.32M | Buy |
21,985
+1,881
| +9% | +$198K | 0.99% | 25 |
|
|
2022
Q4 | $2.18M | Buy |
20,104
+1,115
| +6% | +$121K | 0.98% | 26 |
|
|
2022
Q3 | $1.8M | Buy |
18,989
+1,731
| +10% | +$164K | 0.89% | 35 |
|
|
2022
Q2 | $1.76M | Buy |
17,258
+2,810
| +19% | +$286K | 0.82% | 40 |
|
|
2022
Q1 | $1.62M | Buy |
14,448
+3,681
| +34% | +$413K | 0.67% | 49 |
|
|
2021
Q4 | $1.21M | Buy |
+10,767
| New | +$1.21M | 0.54% | 62 |
|