49 Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

49 Wealth Management’s Portfolio VYM Stock Details VYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Buy	2,407 +7	+0.3%	+$1.05K	0.03%	137
2025 Q4	$344K	Buy	+2,400	New	+$341K	0.03%	140
2025 Q1	–	Sell	-1,659	Closed	-$212K	–	207
2024 Q4	$212K	Sell	1,659 -2,008	-55%	-$262K	0.03%	153
2024 Q3	$470K	Sell	3,667 -2,110	-37%	-$260K	0.08%	86
2024 Q2	$684K	Sell	5,777 -284	-5%	-$33.7K	0.13%	66
2024 Q1	$730K	Sell	6,061 -152	-2%	-$17.4K	0.16%	44
2023 Q4	$694K	Buy	+6,213	New	+$653K	0.18%	44

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

49 Wealth Management's VYM Position: Q1 2026 in Review

49 Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.29% in Q1 2026, buying an estimated $1.05K and bringing the position to 2,407 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #137.

49 Wealth Management first reported a position in VYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $730K in Q1 2024. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

49 Wealth Management held 2,407 shares of Vanguard High Dividend Yield ETF worth $356K as of Q1 2026.
49 Wealth Management bought 7 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $1.05K.
Vanguard High Dividend Yield ETF made up 0.03% of 49 Wealth Management's portfolio in Q1 2026, its #137 holding.
49 Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 7 quarters since.
49 Wealth Management's Vanguard High Dividend Yield ETF position peaked at $730K in Q1 2024.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.