CA
VYM icon

Capital Advantage’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Capital Advantage’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 		$2.82M Buy
17,815
+1,838
+12% +$287K 0.34% 44
2026
Q1 		$2.37M Sell
15,977
-251
-2% -$37.7K 0.31% 47
2025
Q4 		$2.33M Sell
16,228
-127
-0.8% -$18.1K 0.31% 46
2025
Q3 		$2.31M Sell
16,355
-284
-2% -$39K 0.35% 44
2025
Q2 		$2.22M Sell
16,639
-269
-2% -$34.1K 0.35% 42
2025
Q1 		$2.16M Hold
16,908
– – 0.39% 40
2024
Q4 		$2.16M Sell
16,908
-36
-0.2% -$4.69K 0.39% 40
2024
Q3 		$2.17M Sell
16,944
-951
-5% -$117K 0.42% 33
2024
Q2 		$2.13M Buy
17,895
+2,685
+18% +$318K 0.44% 33
2024
Q1 		$1.82M Buy
+15,210
New +$1.74M 0.37% 33
2023
Q4 		– Sell
-10,192
Closed -$1.05M – 42
2023
Q3 		$1.05M Buy
10,192
+98
+1% +$10.5K 0.23% 31
2023
Q2 		$1.07M Sell
10,094
-178
-2% -$18.7K 0.22% 32
2023
Q1 		$1.08M Buy
+10,272
New +$1.1M 0.23% 32
2021
Q2 		– Sell
-9,897
Closed -$1M – 112
2021
Q1 		$1M Buy
9,897
+324
+3% +$31.3K 0.27% 38
2020
Q4 		$873K Buy
+9,573
New +$832K 0.26% 36

Other funds holding VYM

MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return