AIMZ Investment Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

AIMZ Investment 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	$2.59M	Sell	17,484 -783	-4%	-$118K	0.8%	42
2025 Q4	$2.62M	Buy	18,267 +3,234	+22%	+$460K	0.75%	43
2025 Q3	$2.12M	Buy	15,033 +694	+5%	+$95.4K	0.66%	50
2025 Q2	$1.91M	Sell	14,339 -968	-6%	-$123K	0.64%	51
2025 Q1	$1.97M	Buy	15,307 +1,103	+8%	+$144K	0.69%	49
2024 Q4	$1.81M	Sell	14,204 -150	-1%	-$19.6K	0.63%	49
2024 Q3	$1.84M	Sell	14,354 -310	-2%	-$38.3K	0.63%	47
2024 Q2	$1.74M	Buy	14,664 +344	+2%	+$40.8K	0.62%	47
2024 Q1	$1.73M	Hold	14,320	–	–	0.65%	49
2023 Q4	$1.6M	Buy	14,320 +176	+1%	+$18.5K	0.65%	50
2023 Q3	$1.46M	Buy	14,144 +235	+2%	+$25.2K	0.65%	51
2023 Q2	$1.48M	Sell	13,909 -100	-0.7%	-$10.5K	0.63%	51
2023 Q1	$1.48M	Buy	14,009 +612	+5%	+$65.8K	0.66%	50
2022 Q4	$1.45M	Sell	13,397 -430	-3%	-$45.8K	0.68%	50
2022 Q3	$1.31M	Hold	13,827	–	–	0.66%	51
2022 Q2	$1.41M	Sell	13,827 -400	-3%	-$43.3K	0.67%	49
2022 Q1	$1.6M	Sell	14,227 -1,093	-7%	-$122K	0.66%	51
2021 Q4	$1.72M	Buy	15,320 +2,053	+15%	+$223K	0.67%	50
2021 Q3	$1.37M	Buy	13,267 +2,747	+26%	+$290K	0.62%	55
2021 Q2	$1.1M	Buy	10,520 +663	+7%	+$69.6K	0.49%	61
2021 Q1	$996K	Buy	9,857 +654	+7%	+$63.1K	0.49%	61
2020 Q4	$842K	Hold	9,203	–	–	0.44%	60
2020 Q3	$745K	Sell	9,203 -2,057	-18%	-$168K	0.45%	56
2020 Q2	$887K	Sell	11,260 -2,145	-16%	-$167K	0.58%	50
2020 Q1	$948K	Buy	13,405 +420	+3%	+$36.1K	0.74%	45
2019 Q4	$1.22M	Hold	12,985	–	–	0.79%	47
2019 Q3	$1.15M	Sell	12,985 -375	-3%	-$32.8K	0.79%	47
2019 Q2	$1.17M	Sell	13,360 -90	-0.7%	-$7.78K	0.8%	46
2019 Q1	$1.15M	Hold	13,450	–	–	0.79%	47
2018 Q4	$1.05M	Sell	13,450 -1,300	-9%	-$108K	0.81%	47
2018 Q3	$1.28M	Sell	14,750 -120	-0.8%	-$10.4K	0.83%	49
2018 Q2	$1.24M	Sell	14,870 -378	-2%	-$31.7K	0.87%	46
2018 Q1	$1.26M	Buy	15,248 +3,347	+28%	+$288K	0.91%	43
2017 Q4	$1.02M	Buy	11,901 +1,551	+15%	+$130K	0.77%	50
2017 Q3	$839K	Buy	10,350 +834	+9%	+$66.2K	0.69%	53
2017 Q2	$744K	Sell	9,516 -160	-2%	-$12.5K	0.63%	57
2017 Q1	$751K	Buy	9,676 +1,200	+14%	+$92.6K	0.63%	56
2016 Q4	$642K	Hold	8,476	–	–	0.57%	59
2016 Q3	$611K	Hold	8,476	–	–	0.55%	61
2016 Q2	$606K	Sell	8,476 -8,294	-49%	-$580K	0.56%	61
2016 Q1	$1.15M	Buy	16,770 +7,779	+87%	+$510K	0.51%	63
2015 Q4	$600K	Sell	8,991 -1,067	-11%	-$71.6K	0.55%	56
2015 Q3	$630K	Buy	10,058 +64	+0.6%	+$4.21K	0.58%	58
2015 Q2	$673K	Buy	9,994 +2,400	+32%	+$167K	0.58%	57
2015 Q1	$519K	Hold	7,594	–	–	0.44%	66
2014 Q4	$522K	Buy	+7,594	New	+$515K	0.47%	63

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

AIMZ Investment Advisors's VYM Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q1 2026, selling an estimated $118K and leaving 17,484 shares worth $2.59M. The position accounts for 0.8% of the portfolio, ranked #42.

AIMZ Investment Advisors first reported a position in VYM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.62M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

AIMZ Investment Advisors held 17,484 shares of Vanguard High Dividend Yield ETF worth $2.59M as of Q1 2026.
AIMZ Investment Advisors sold 783 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $118K.
Vanguard High Dividend Yield ETF made up 0.8% of AIMZ Investment Advisors's portfolio in Q1 2026, its #42 holding.
AIMZ Investment Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 46 quarters since.
AIMZ Investment Advisors's Vanguard High Dividend Yield ETF position peaked at $2.62M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.