MPCL
My Personal CFO LLC’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 | $2.29M | Sell |
17,165
-51
| -0.3% | -$6.8K | 1.04% | 29 |
|
2025
Q1 | $2.22M | Buy |
17,216
+51
| +0.3% | +$6.58K | 1.12% | 24 |
|
2024
Q4 | $2.19M | Hold |
17,165
| – | – | 1.12% | 26 |
|
2024
Q3 | $2.2M | Hold |
17,165
| – | – | 1.21% | 23 |
|
2024
Q2 | $2.04M | Hold |
17,165
| – | – | 1.09% | 23 |
|
2024
Q1 | $2.08M | Hold |
17,165
| – | – | 1.2% | 21 |
|
2023
Q4 | $1.92M | Hold |
17,165
| – | – | 1.25% | 20 |
|
2023
Q3 | $1.77M | Hold |
17,165
| – | – | 1.43% | 20 |
|
2023
Q2 | $1.82M | Buy |
17,165
+4,000
| +30% | +$424K | 1.43% | 20 |
|
2023
Q1 | $1.39M | Buy |
13,165
+3,899
| +42% | +$411K | 1.19% | 24 |
|
2022
Q4 | $1.15M | Hold |
9,266
| – | – | 1.07% | 25 |
|
2022
Q3 | $1.02M | Sell |
9,266
-1,399
| -13% | -$154K | 1.55% | 18 |
|
2022
Q2 | $1.09M | Hold |
10,665
| – | – | 1.39% | 21 |
|
2022
Q1 | $1.2M | Hold |
10,665
| – | – | 1.24% | 21 |
|
2021
Q4 | $1.2M | Buy |
+10,665
| New | +$1.2M | 1.04% | 24 |
|