Clarity Capital Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Clarity Capital Partners’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 Q2	–	Sell	-4,062	Closed	-$524K	–	136
2025 Q1	$524K	Sell	4,062 -1,586	-28%	-$208K	0.21%	57
2024 Q4	$721K	Sell	5,648 -55	-1%	-$7.17K	0.37%	51
2024 Q3	$731K	Hold	5,703	–	–	0.43%	54
2024 Q2	$676K	Buy	5,703 +41	+0.7%	+$4.86K	0.41%	55
2024 Q1	$685K	Buy	5,662 +32	+0.6%	+$3.67K	0.45%	51
2023 Q4	$628K	Buy	+5,630	New	+$592K	0.44%	52

Other funds holding VYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Capital Partners's VYM Position: Q2 2025 in Review

Clarity Capital Partners sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2025, closing a stake of 4,062 shares — an estimated $524K sold.

Clarity Capital Partners first reported a position in VYM in Q4 2023 and held it in 6 quarters. The position peaked at $731K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold VYM as of Q2 2025.

Clarity Capital Partners reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2025 after selling out during the quarter.
Clarity Capital Partners sold 4,062 Vanguard High Dividend Yield ETF shares in Q2 2025, an estimated $524K.
Clarity Capital Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and held it in 6 quarters.
Clarity Capital Partners's Vanguard High Dividend Yield ETF position peaked at $731K in Q3 2024.
1,800 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.