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

Ameliora 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	–	Sell	-1,689	Closed	-$225K	–	238
2025 Q2	$225K	Sell	1,689 -1,430	-46%	-$181K	0.08%	96
2025 Q1	$402K	Hold	3,119	–	–	0.15%	69
2024 Q4	$398K	Hold	3,119	–	–	0.15%	69
2024 Q3	$400K	Hold	3,119	–	–	0.17%	60
2024 Q2	$370K	Hold	3,119	–	–	0.17%	62
2024 Q1	$377K	Hold	3,119	–	–	0.17%	67
2023 Q4	$348K	Buy	+3,119	New	+$328K	0.17%	66

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

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

Ameliora Wealth Management sold out of Vanguard High Dividend Yield ETF (VYM) in Q3 2025, closing a stake of 1,689 shares — an estimated $225K sold.

Ameliora Wealth Management first reported a position in VYM in Q4 2023 and held it in 7 quarters. The position peaked at $402K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold VYM as of Q3 2025.

Ameliora Wealth Management reported no remaining Vanguard High Dividend Yield ETF position as of Q3 2025 after selling out during the quarter.
Ameliora Wealth Management sold 1,689 Vanguard High Dividend Yield ETF shares in Q3 2025, an estimated $225K.
Ameliora Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 7 quarters.
Ameliora Wealth Management's Vanguard High Dividend Yield ETF position peaked at $402K in Q1 2025.
1,833 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2025.

Based on Ameliora Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.