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

Capital Market Strategies’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
2025 Q1	–	Sell	-2,069	Closed	-$264K	–	163
2024 Q4	$264K	Buy	2,069 +4	+0.2%	+$522	0.15%	123
2024 Q3	$265K	Buy	2,065 +2	+0.1%	+$247	0.16%	121
2024 Q2	$245K	Buy	2,063 +110	+6%	+$13K	0.15%	130
2024 Q1	$236K	Buy	1,953 +8	+0.4%	+$917	0.18%	123
2023 Q4	$217K	Buy	+1,945	New	+$204K	0.19%	130
2023 Q3	–	Sell	-1,903	Closed	-$202K	–	148
2023 Q2	$202K	Buy	+1,903	New	+$200K	0.19%	133

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

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

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

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

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

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

Capital Market Strategies's VYM Position: Q1 2025 in Review

Capital Market Strategies sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 2,069 shares — an estimated $264K sold.

Capital Market Strategies first reported a position in VYM in Q2 2023 and held it in 6 quarters. The position peaked at $265K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

Capital Market Strategies reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
Capital Market Strategies sold 2,069 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $264K.
Capital Market Strategies first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and held it in 6 quarters.
Capital Market Strategies's Vanguard High Dividend Yield ETF position peaked at $265K in Q3 2024.
1,800 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Capital Market Strategies's 13F filing for Q1 2025, filed 4 Apr 2025.