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Carolinas Wealth Consulting’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Carolinas Wealth Consulting’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
-205
Closed -$26.2K – 1097
2024
Q4 		$26.2K Sell
205
-15,996
-99% -$2.09M 0.01% 441
2024
Q3 		$2.08M Hold
16,201
– – 0.38% 43
2024
Q2 		$1.92M Buy
16,201
+205
+1% +$24.3K 0.37% 44
2024
Q1 		$1.94M Sell
15,996
-2
-0% -$229 0.38% 41
2023
Q4 		$1.79M Sell
15,998
-417
-3% -$43.8K 0.39% 43
2023
Q3 		$1.65M Sell
16,415
-3,363
-17% -$361K 0.41% 38
2023
Q2 		$2.1M Buy
19,778
+29
+0.1% +$3.04K 0.42% 44
2023
Q1 		$2.08M Buy
19,749
+21
+0.1% +$2.26K 0.44% 45
2022
Q4 		$2.13M Sell
19,728
-156
-0.8% -$16.6K 0.48% 41
2022
Q3 		$1.89M Buy
19,884
+26
+0.1% +$2.7K 0.48% 41
2022
Q2 		$2.02M Buy
19,858
+1,038
+6% +$112K 0.5% 41
2022
Q1 		$2.11M Buy
18,820
+1,594
+9% +$178K 0.47% 41
2021
Q4 		$1.93M Buy
17,226
+7
+0% +$762 0.42% 40
2021
Q3 		$1.78M Sell
17,219
-3,719
-18% -$393K 0.41% 40
2021
Q2 		$2.19M Buy
20,938
+7
+0% +$735 0.48% 38
2021
Q1 		$2.12M Buy
20,931
+5
+0% +$482 0.51% 34
2020
Q4 		$1.92M Sell
20,926
-1,761
-8% -$153K 0.52% 33
2020
Q3 		$1.84M Buy
22,687
+23
+0.1% +$1.88K 0.62% 32
2020
Q2 		$1.78M Buy
22,664
+28
+0.1% +$2.18K 0.7% 33
2020
Q1 		$1.6M Buy
22,636
+5,970
+36% +$513K 0.87% 28
2019
Q4 		$1.56M Buy
+16,666
New +$1.51M 1.63% 19

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carolinas Wealth Consulting's VYM Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard High Dividend Yield ETF (VYM) in Q1 2025, closing a stake of 205 shares — an estimated $26.2K sold.

Carolinas Wealth Consulting first reported a position in VYM in Q4 2019 and held it in 21 quarters. The position peaked at $2.19M in Q2 2021. 1,796 funds tracked by Wall St. Rank hold VYM as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard High Dividend Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 205 Vanguard High Dividend Yield ETF shares in Q1 2025, an estimated $26.2K.
  • Carolinas Wealth Consulting first reported a position in Vanguard High Dividend Yield ETF in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard High Dividend Yield ETF position peaked at $2.19M in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.