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AA Financial Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AA Financial Advisors’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 		$9.33M Sell
63,029
-4,237
-6% -$637K 1.31% 19
2025
Q4 		$9.65M Sell
67,266
-8,111
-11% -$1.15M 1.78% 11
2025
Q3 		$10.6M Sell
75,377
-632
-0.8% -$86.8K 2.09% 10
2025
Q2 		$10.1M Buy
76,009
+8,347
+12% +$1.06M 2.18% 8
2025
Q1 		$8.73M Buy
67,662
+6,514
+11% +$853K 2.13% 10
2024
Q4 		$7.8M Buy
61,148
+8,538
+16% +$1.11M 2.08% 15
2024
Q3 		$6.74M Buy
52,610
+10,256
+24% +$1.27M 1.95% 15
2024
Q2 		$5.02M Buy
42,354
+12,632
+43% +$1.5M 1.77% 17
2024
Q1 		$3.6M Buy
+29,722
New +$3.41M 1.45% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return