Breakthru Advisory Services’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Breakthru Advisory Services’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	–	Sell	-5,077	Closed	-$752K	–	57
2026 Q1	$752K	Hold	5,077	–	–	1.21%	20
2025 Q4	$729K	Hold	5,077	–	–	0.47%	30
2025 Q3	$716K	Buy	+5,077	New	+$698K	0.47%	28
2025 Q1	–	Sell	-5,077	Closed	-$648K	–	53
2024 Q4	$648K	Buy	+5,077	New	+$662K	0.59%	21

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

Breakthru Advisory Services's VYM Position: Q2 2026 in Review

Breakthru Advisory Services sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2026, closing a stake of 5,077 shares — an estimated $752K sold.

Breakthru Advisory Services first reported a position in VYM in Q4 2024 and held it in 4 quarters. The position peaked at $752K in Q1 2026. 2,060 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Breakthru Advisory Services reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2026 after selling out during the quarter.
Breakthru Advisory Services sold 5,077 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $752K.
Breakthru Advisory Services first reported a position in Vanguard High Dividend Yield ETF in Q4 2024 and held it in 4 quarters.
Breakthru Advisory Services's Vanguard High Dividend Yield ETF position peaked at $752K in Q1 2026.
2,060 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.