Clearwater Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $290K | Sell |
1,834
-450
| -20% | -$70.3K | 0.02% | 160 |
|
|
2026
Q1 | $338K | Buy |
2,284
+370
| +19% | +$55.6K | 0.03% | 139 |
|
|
2025
Q4 | $275K | Hold |
1,914
| – | – | 0.02% | 146 |
|
|
2025
Q3 | $270K | Buy |
1,914
+63
| +3% | +$8.66K | 0.02% | 150 |
|
|
2025
Q2 | $247K | Sell |
1,851
-63
| -3% | -$7.98K | 0.02% | 146 |
|
|
2025
Q1 | $247K | Hold |
1,914
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $244K | Hold |
1,914
| – | – | 0.02% | 158 |
|
|
2024
Q3 | $245K | Hold |
1,914
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $227K | Buy |
1,914
+255
| +15% | +$30.2K | 0.02% | 146 |
|
|
2024
Q1 | $201K | Sell |
1,659
-600
| -27% | -$68.7K | 0.02% | 153 |
|
|
2023
Q4 | $252K | Hold |
2,259
| – | – | 0.03% | 135 |
|
|
2023
Q3 | $233K | Sell |
2,259
-100
| -4% | -$10.7K | 0.03% | 125 |
|
|
2023
Q2 | $250K | Buy |
2,359
+20
| +0.9% | +$2.1K | 0.03% | 127 |
|
|
2023
Q1 | $247K | Buy |
+2,339
| New | +$252K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-2,446
| Closed | -$275K | – | 170 |
|
|
2022
Q1 | $275K | Buy |
2,446
+300
| +14% | +$33.5K | 0.03% | 140 |
|
|
2021
Q4 | $241K | Sell |
2,146
-96
| -4% | -$10.4K | 0.03% | 151 |
|
|
2021
Q3 | $232K | Sell |
2,242
-275
| -11% | -$29.1K | 0.03% | 154 |
|
|
2021
Q2 | $264K | Sell |
2,517
-20
| -0.8% | -$2.1K | 0.03% | 148 |
|
|
2021
Q1 | $256K | Sell |
2,537
-271
| -10% | -$26.1K | 0.03% | 143 |
|
|
2020
Q4 | $257K | Hold |
2,808
| – | – | 0.03% | 133 |
|
|
2020
Q3 | $227K | Sell |
2,808
-49
| -2% | -$4.01K | 0.04% | 127 |
|
|
2020
Q2 | $225K | Sell |
2,857
-2,367
| -45% | -$184K | 0.04% | 129 |
|
|
2020
Q1 | $370K | Sell |
5,224
-2,147
| -29% | -$184K | 0.08% | 108 |
|
|
2019
Q4 | $691K | Sell |
7,371
-3,646
| -33% | -$331K | 0.12% | 111 |
|
|
2019
Q3 | $978K | Sell |
11,017
-2,690
| -20% | -$235K | 0.17% | 104 |
|
|
2019
Q2 | $1.2M | Sell |
13,707
-680
| -5% | -$58.8K | 0.22% | 100 |
|
|
2019
Q1 | $1.23M | Sell |
14,387
-3,783
| -21% | -$316K | 0.23% | 103 |
|
|
2018
Q4 | $1.42M | Sell |
18,170
-838
| -4% | -$69.9K | 0.31% | 98 |
|
|
2018
Q3 | $1.66M | Sell |
19,008
-1,720
| -8% | -$149K | 0.32% | 84 |
|
|
2018
Q2 | $1.72M | Buy |
20,728
+936
| +5% | +$78.4K | 0.35% | 77 |
|
|
2018
Q1 | $1.63M | Buy |
19,792
+988
| +5% | +$84.9K | 0.34% | 77 |
|
|
2017
Q4 | $1.61M | Buy |
18,804
+983
| +6% | +$82.2K | 0.35% | 76 |
|
|
2017
Q3 | $1.46M | Buy |
17,821
+628
| +4% | +$49.8K | 0.34% | 79 |
|
|
2017
Q2 | $1.34M | Buy |
17,193
+2,640
| +18% | +$206K | 0.34% | 76 |
|
|
2017
Q1 | $1.13M | Sell |
14,553
-1,060
| -7% | -$81.8K | 0.31% | 79 |
|
|
2016
Q4 | $1.19M | Sell |
15,613
-312
| -2% | -$22.9K | 0.41% | 69 |
|
|
2016
Q3 | $1.14M | Sell |
15,925
-1,004
| -6% | -$72.9K | 0.4% | 64 |
|
|
2016
Q2 | $1.21M | Buy |
+16,929
| New | +$1.18M | 0.45% | 60 |
|
Other funds holding VYM
Clearwater Capital Advisors's VYM Position: Q2 2026 in Review
Clearwater Capital Advisors reduced its Vanguard High Dividend Yield ETF (VYM) stake by 20% in Q2 2026, selling an estimated $70.3K and leaving 1,834 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #160.
Clearwater Capital Advisors first reported a position in VYM in Q2 2016 and has held it in 38 quarters since. The position peaked at $1.72M in Q2 2018. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.
- Clearwater Capital Advisors held 1,834 shares of Vanguard High Dividend Yield ETF worth $290K as of Q2 2026.
- Clearwater Capital Advisors sold 450 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $70.3K.
- Vanguard High Dividend Yield ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #160 holding.
- Clearwater Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q2 2016 and has held it in 38 quarters since.
- Clearwater Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $1.72M in Q2 2018.
- 2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.
Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.