MWM
MY 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 | $268K | Sell |
2,014
-736
| -27% | -$98.1K | 0.26% | 25 |
|
|
2025
Q1 | $355K | Hold |
2,750
| – | – | 0.34% | 20 |
|
|
2024
Q4 | $351K | Hold |
2,750
| – | – | 0.35% | 20 |
|
|
2024
Q3 | $353K | Sell |
2,750
-38
| -1% | -$4.87K | 0.36% | 20 |
|
|
2024
Q2 | $331K | Sell |
2,788
-30
| -1% | -$3.56K | 0.38% | 22 |
|
|
2024
Q1 | $341K | Sell |
2,818
-12
| -0.4% | -$1.45K | 0.38% | 20 |
|
|
2023
Q4 | $316K | Sell |
2,830
-12
| -0.4% | -$1.34K | 0.3% | 24 |
|
|
2023
Q3 | $294K | Sell |
2,842
-644
| -18% | -$66.5K | 0.29% | 27 |
|
|
2023
Q2 | $370K | Sell |
3,486
-113
| -3% | -$12K | 0.34% | 26 |
|
|
2023
Q1 | $380K | Hold |
3,599
| – | – | 0.38% | 25 |
|
|
2022
Q4 | $389K | Buy |
3,599
+23
| +0.6% | +$2.49K | 0.59% | 19 |
|
|
2022
Q3 | $339K | Sell |
3,576
-242
| -6% | -$22.9K | 0.36% | 22 |
|
|
2022
Q2 | $388K | Buy |
3,818
+936
| +32% | +$95.1K | 0.42% | 22 |
|
|
2022
Q1 | $324K | Hold |
2,882
| – | – | 0.3% | 24 |
|
|
2021
Q4 | $323K | Buy |
+2,882
| New | +$323K | 0.28% | 25 |
|