Centurion Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Centurion Wealth Management’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	$2.35M	Sell	14,889 -148	-1%	-$23.1K	0.56%	44
2026 Q1	$2.23M	Buy	15,037 +165	+1%	+$24.8K	0.5%	50
2025 Q4	$2.13M	Buy	14,872 +153	+1%	+$21.8K	0.47%	54
2025 Q3	$2.07M	Buy	14,719 +9,805	+200%	+$1.35M	0.47%	54
2025 Q2	$655K	Buy	4,914 +289	+6%	+$36.6K	0.19%	94
2025 Q1	$590K	Hold	4,625	–	–	0.18%	92
2024 Q4	$590K	Sell	4,625 -81	-2%	-$10.6K	0.18%	92
2024 Q3	$603K	Buy	+4,706	New	+$581K	0.19%	85
2024 Q1	$690K	Buy	5,705 +500	+10%	+$57.3K	0.27%	68
2023 Q4	$581K	Sell	5,205 -116	-2%	-$12.2K	0.25%	65
2023 Q3	$550K	Sell	5,321 -52	-1%	-$5.58K	0.27%	64
2023 Q2	$570K	Sell	5,373 -844	-14%	-$88.5K	0.27%	64
2023 Q1	$656K	Buy	6,217 +685	+12%	+$73.7K	0.33%	57
2022 Q4	$599K	Buy	+5,532	New	+$589K	0.34%	63

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

Centurion Wealth Management's VYM Position: Q2 2026 in Review

Centurion Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.98% in Q2 2026, selling an estimated $23.1K and leaving 14,889 shares worth $2.35M. The position accounts for 0.56% of the portfolio, ranked #44.

Centurion Wealth Management first reported a position in VYM in Q4 2022 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Centurion Wealth Management held 14,889 shares of Vanguard High Dividend Yield ETF worth $2.35M as of Q2 2026.
Centurion Wealth Management sold 148 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $23.1K.
Vanguard High Dividend Yield ETF made up 0.56% of Centurion Wealth Management's portfolio in Q2 2026, its #44 holding.
Centurion Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 14 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.