Catalyst Private Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Catalyst Private Wealth’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 Q3	$311K	Hold	2,002	–	–	0.13%	74
2026 Q2	$316K	Hold	2,002	–	–	0.15%	67
2026 Q1	$296K	Hold	2,002	–	–	0.16%	63
2025 Q4	$287K	Hold	2,002	–	–	0.13%	69
2025 Q3	$282K	Hold	2,002	–	–	0.12%	69
2025 Q2	$267K	Buy	2,002 +72	+4%	+$9.12K	0.12%	68
2025 Q1	$249K	Buy	1,930 +261	+16%	+$34.2K	0.12%	68
2024 Q4	$213K	Hold	1,669	–	–	0.09%	79
2024 Q3	$214K	Buy	+1,669	New	+$206K	0.1%	78

Other funds holding VYM

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Catalyst Private Wealth's VYM Position: Q3 2026 in Review

Catalyst Private Wealth held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 2,002 shares worth $311K. The position accounts for 0.13% of the portfolio, ranked #74.

Catalyst Private Wealth first reported a position in VYM in Q3 2024 and has held it in 9 quarters since. The position peaked at $316K in Q2 2026. 1,018 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Catalyst Private Wealth held 2,002 shares of Vanguard High Dividend Yield ETF worth $311K as of Q3 2026.
Catalyst Private Wealth left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.13% of Catalyst Private Wealth's portfolio in Q3 2026, its #74 holding.
Catalyst Private Wealth first reported a position in Vanguard High Dividend Yield ETF in Q3 2024 and has held it in 9 quarters since.
Catalyst Private Wealth's Vanguard High Dividend Yield ETF position peaked at $316K in Q2 2026.
1,018 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.