Client 1st Advisory Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Client 1st Advisory Group’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	$331K	Hold	2,134	–	–	0.08%	101
2026 Q2	$337K	Hold	2,134	–	–	0.09%	103
2026 Q1	$316K	Sell	2,134 -159	-7%	-$23.9K	0.1%	98
2025 Q4	$329K	Hold	2,293	–	–	0.1%	98
2025 Q3	$323K	Sell	2,293 -19	-0.8%	-$2.61K	0.11%	99
2025 Q2	$308K	Sell	2,312 -857	-27%	-$109K	0.11%	95
2025 Q1	$409K	Buy	+3,169	New	+$415K	0.16%	69
2024 Q2	–	Sell	-1,705	Closed	-$206K	–	119
2024 Q1	$206K	Buy	+1,705	New	+$195K	0.09%	108
2023 Q3	–	Sell	-2,578	Closed	-$273K	–	106
2023 Q2	$273K	Buy	+2,578	New	+$270K	0.14%	83

Other funds holding VYM

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Client 1st Advisory Group's VYM Position: Q3 2026 in Review

Client 1st Advisory Group held its Vanguard High Dividend Yield ETF (VYM) position steady in Q3 2026 at 2,134 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #101.

Client 1st Advisory Group first reported a position in VYM in Q2 2023 and has held it in 9 quarters since. The position peaked at $409K in Q1 2025. 616 funds tracked by Wall St. Rank hold VYM as of Q3 2026.

Client 1st Advisory Group held 2,134 shares of Vanguard High Dividend Yield ETF worth $331K as of Q3 2026.
Client 1st Advisory Group left its Vanguard High Dividend Yield ETF share count unchanged in Q3 2026.
Vanguard High Dividend Yield ETF made up 0.08% of Client 1st Advisory Group's portfolio in Q3 2026, its #101 holding.
Client 1st Advisory Group first reported a position in Vanguard High Dividend Yield ETF in Q2 2023 and has held it in 9 quarters since.
Client 1st Advisory Group's Vanguard High Dividend Yield ETF position peaked at $409K in Q1 2025.
616 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.