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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Balanced Wealth Group's VYM Position: Q1 2026 in Review

Balanced Wealth Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2026, closing a stake of 2,999 shares — an estimated $423K sold.

Balanced Wealth Group first reported a position in VYM in Q4 2023 and held it in 9 quarters. The position peaked at $496K in Q4 2023. 2,018 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Balanced Wealth Group reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2026 after selling out during the quarter.
Balanced Wealth Group sold 2,999 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $423K.
Balanced Wealth Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 9 quarters.
Balanced Wealth Group's Vanguard High Dividend Yield ETF position peaked at $496K in Q4 2023.
2,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Balanced Wealth Group's 13F filing for Q1 2026, filed 23 Apr 2026.