MARSHALL FINANCIAL GROUP INC /ADV: VYM position timeline

MARSHALL FINANCIAL GROUP INC /ADV held 4,203 VYM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 4,203 shares

   Change vs previous 13F -66 shares

   0.16% of the 13F portfolio, value $592,378.

   13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 4,269 shares

   Change vs previous 13F +28 shares

   0.17% of the 13F portfolio, value $569,065.

   13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 4,241 shares

   Change vs previous 13F -111 shares

   0.17% of the 13F portfolio, value $546,908.

   13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 4,352 shares

   Change vs previous 13F +32 shares

   0.17% of the 13F portfolio, value $555,307.

   13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 4,320 shares

   Change vs previous 13F -79 shares

   0.17% of the 13F portfolio, value $553,798.

   13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 4,399 shares

   Change vs previous 13F -302 shares

   0.17% of the 13F portfolio, value $521,750.

   13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 4,701 shares

   Change vs previous 13F -306 shares

   0.19% of the 13F portfolio, value $568,731.

   13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 5,007 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $558,908.

   13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).