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

Beaird Harris 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
2026 Q2	$139K	Hold	881	–	–	0.01%	175
2026 Q1	$130K	Sell	881 -75	-8%	-$11.3K	0.01%	163
2025 Q4	$137K	Hold	956	–	–	0.01%	162
2025 Q3	$135K	Hold	956	–	–	0.01%	160
2025 Q2	$127K	Hold	956	–	–	0.01%	161
2025 Q1	$123K	Hold	956	–	–	0.01%	148
2024 Q4	$122K	Hold	956	–	–	0.01%	154
2024 Q3	$123K	Buy	956 +180	+23%	+$22.2K	0.01%	157
2024 Q2	$92K	Buy	+776	New	+$92K	0.01%	170
2024 Q1	–	Sell	-125	Closed	-$14K	–	658
2023 Q4	$14K	Buy	+125	New	+$13.1K	﹤0.01%	302
2023 Q3	–	Sell	-457	Closed	-$48.5K	–	489
2023 Q2	$48.5K	Hold	457	–	–	0.01%	169
2023 Q1	$48.2K	Hold	457	–	–	0.01%	171
2022 Q4	$49.5K	Hold	457	–	–	0.01%	178
2022 Q3	$43K	Buy	+457	New	+$47.5K	0.01%	172

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

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

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

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

Beaird Harris Wealth Management's VYM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 881 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #175.

Beaird Harris Wealth Management first reported a position in VYM in Q3 2022 and has held it in 14 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Beaird Harris Wealth Management held 881 shares of Vanguard High Dividend Yield ETF worth $139K as of Q2 2026.
Beaird Harris Wealth Management left its Vanguard High Dividend Yield ETF share count unchanged in Q2 2026.
Vanguard High Dividend Yield ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #175 holding.
Beaird Harris Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q3 2022 and has held it in 14 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.