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

AllSquare 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
2025 Q3	$28.2K	Hold	200	–	–	0.01%	280
2025 Q2	$26.7K	Hold	200	–	–	0.02%	284
2025 Q1	$25.8K	Hold	200	–	–	0.02%	278
2024 Q4	$25.5K	Hold	200	–	–	0.01%	280
2024 Q3	$25.6K	Hold	200	–	–	0.01%	280
2024 Q2	$23.7K	Hold	200	–	–	0.01%	281
2024 Q1	$24.2K	Buy	+200	New	+$22.9K	0.01%	275
2019 Q2	–	Sell	-335	Closed	-$29K	–	493
2019 Q1	$29K	Hold	335	–	–	0.02%	241
2018 Q4	$26K	Hold	335	–	–	0.02%	233
2018 Q3	$29K	Sell	335 -3,642	-92%	-$315K	0.02%	236
2018 Q2	$330K	Hold	3,977	–	–	0.25%	53
2018 Q1	$328K	Sell	3,977 -375	-9%	-$32.2K	0.26%	47
2017 Q4	$373K	Buy	4,352 +710	+19%	+$59.4K	0.29%	45
2017 Q3	$295K	Sell	3,642 -583	-14%	-$46.3K	0.24%	48
2017 Q2	$330K	Hold	4,225	–	–	0.34%	33
2017 Q1	$328K	Hold	4,225	–	–	0.29%	45
2016 Q4	$320K	Hold	4,225	–	–	0.29%	43
2016 Q3	$305K	Hold	4,225	–	–	0.29%	41
2016 Q2	$302K	Hold	4,225	–	–	0.3%	38
2016 Q1	$292K	Hold	4,225	–	–	0.29%	40
2015 Q4	$282K	Hold	4,225	–	–	0.28%	43
2015 Q3	$265K	Hold	4,225	–	–	0.27%	38
2015 Q2	$284K	Sell	4,225 -75	-2%	-$5.2K	0.26%	41
2015 Q1	$294K	Hold	4,300	–	–	0.28%	34
2014 Q4	$296K	Buy	+4,300	New	+$292K	0.29%	35

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

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

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

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

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

AllSquare Wealth Management's VYM Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2025 at 200 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #280.

AllSquare Wealth Management first reported a position in VYM in Q4 2014 and has held it in 25 quarters since. The position peaked at $373K in Q4 2017. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

AllSquare Wealth Management held 200 shares of Vanguard High Dividend Yield ETF worth $28.2K as of Q3 2025.
AllSquare Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2025.
Vanguard High Dividend Yield ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #280 holding.
AllSquare Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2014 and has held it in 25 quarters since.
AllSquare Wealth Management's Vanguard High Dividend Yield ETF position peaked at $373K in Q4 2017.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.