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Balanced Wealth Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Balanced Wealth Group’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 		– Sell
-2,999
Closed -$423K – 76
2025
Q4 		$423K Buy
2,999
+4
+0.1% +$569 0.15% 50
2025
Q3 		$403K Hold
2,995
– – 0.18% 47
2025
Q2 		$402K Buy
2,995
+4
+0.1% +$507 0.17% 47
2025
Q1 		$386K Buy
2,991
+4
+0.1% +$524 0.19% 49
2024
Q4 		$395K Buy
2,987
+4
+0.1% +$522 0.18% 50
2024
Q3 		$382K Sell
2,983
-751
-20% -$92.7K 0.17% 52
2024
Q2 		$442K Sell
3,734
-273
-7% -$32.4K 0.2% 51
2024
Q1 		$479K Sell
4,007
-439
-10% -$50.3K 0.21% 50
2023
Q4 		$496K Buy
+4,446
New +$467K 0.26% 45

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