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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.53M Buy
+9,476
New +$1.48M 0.15% 161
2023
Q1
Sell
-850
Closed -$93.8K 1444
2022
Q4
$93.8K Buy
+850
New +$90.4K 0.03% 319

Other funds holding VYM

Accurate Wealth Management's VYM Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Vanguard High Dividend Yield ETF (VYM) in Q2 2026: 9,476 shares worth $1.53M. The stake represents 0.15% of the portfolio and ranks #161 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in VYM as recently as Q4 2022.

Accurate Wealth Management first reported a position in VYM in Q4 2022 and has held it in 2 quarters since. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Accurate Wealth Management held 9,476 shares of Vanguard High Dividend Yield ETF worth $1.53M as of Q2 2026.
  • Vanguard High Dividend Yield ETF was a new Accurate Wealth Management position in Q2 2026.
  • Vanguard High Dividend Yield ETF made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Accurate Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 2 quarters since.
  • 2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.