Blue Bell Private Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.8K Hold
334
0.01% 413
2026
Q1
$49.5K Hold
334
0.01% 413
2025
Q4
$47.9K Buy
334
+10
+3% +$1.42K 0.01% 413
2025
Q3
$45.7K Sell
324
-91
-22% -$12.5K 0.01% 411
2025
Q2
$55.3K Buy
415
+17
+4% +$2.15K 0.01% 379
2025
Q1
$51.3K Hold
398
0.01% 372
2024
Q4
$50.8K Hold
398
0.01% 354
2024
Q3
$51K Hold
398
0.01% 357
2024
Q2
$47.2K Sell
398
-225
-36% -$26.7K 0.01% 361
2024
Q1
$75.4K Hold
623
0.02% 295
2023
Q4
$69.5K Sell
623
-307
-33% -$32.3K 0.02% 276
2023
Q3
$96.1K Hold
930
0.03% 205
2023
Q2
$98.6K Buy
+930
New +$97.5K 0.03% 195

Other funds holding VYM

Blue Bell Private Wealth Management's VYM Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard High Dividend Yield ETF (VYM) position steady in Q2 2026 at 334 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #413.

Blue Bell Private Wealth Management first reported a position in VYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $98.6K in Q2 2023. 2,056 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Blue Bell Private Wealth Management held 334 shares of Vanguard High Dividend Yield ETF worth $52.8K as of Q2 2026.
  • Blue Bell Private 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 Blue Bell Private Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Blue Bell Private Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 13 quarters since.
  • Blue Bell Private Wealth Management's Vanguard High Dividend Yield ETF position peaked at $98.6K in Q2 2023.
  • 2,056 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.