CA
VYM icon

CGN Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

CGN Advisors’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 		$3.63M Buy
22,977
+1,059
+5% +$166K 0.27% 72
2026
Q1 		$3.25M Buy
21,918
+544
+3% +$81.8K 0.26% 78
2025
Q4 		$3.07M Buy
21,374
+4,027
+23% +$573K 0.24% 82
2025
Q3 		$2.45M Buy
17,347
+1,285
+8% +$177K 0.2% 109
2025
Q2 		$2.14M Buy
16,062
+1,256
+8% +$159K 0.19% 112
2025
Q1 		$1.91M Buy
14,806
+549
+4% +$71.9K 0.19% 121
2024
Q4 		$1.82M Buy
14,257
+2,182
+18% +$285K 0.18% 122
2024
Q3 		$1.55M Buy
12,075
+1,737
+17% +$214K 0.16% 133
2024
Q2 		$1.23M Buy
10,338
+628
+6% +$74.5K 0.14% 146
2024
Q1 		$1.17M Sell
9,710
-566
-6% -$64.8K 0.15% 141
2023
Q4 		$1.15M Sell
10,276
-6,392
-38% -$672K 0.16% 140
2023
Q3 		$1.72M Sell
16,668
-7
-0% -$751 0.23% 120
2023
Q2 		$1.77M Sell
16,675
-236
-1% -$24.8K 0.25% 111
2023
Q1 		$1.78M Sell
16,911
-301
-2% -$32.4K 0.28% 101
2022
Q4 		$1.86M Buy
17,212
+321
+2% +$34.2K 0.33% 85
2022
Q3 		$1.6M Sell
16,891
-166
-1% -$17.3K 0.4% 68
2022
Q2 		$1.74M Sell
17,057
-22
-0.1% -$2.38K 0.49% 55
2022
Q1 		$1.92M Buy
17,079
+257
+2% +$28.7K 0.48% 55
2021
Q4 		$1.89M Buy
16,822
+8,586
+104% +$934K 0.49% 54
2021
Q3 		$851K Buy
8,236
+1,757
+27% +$186K 0.28% 84
2021
Q2 		$679K Sell
6,479
-321
-5% -$33.7K 0.21% 102
2021
Q1 		$687K Sell
6,800
-242
-3% -$23.3K 0.25% 89
2020
Q4 		$644K Buy
+7,042
New +$612K 0.26% 88

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