Commonwealth Retirement Investments’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Commonwealth Retirement Investments’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	$535K	Sell	3,386 -278	-8%	-$43.4K	0.15%	91
2026 Q1	$543K	Sell	3,664 -70	-2%	-$10.5K	0.17%	87
2025 Q4	$536K	Sell	3,734 -229	-6%	-$32.6K	0.17%	91
2025 Q3	$559K	Sell	3,963 -550	-12%	-$75.6K	0.19%	88
2025 Q2	$602K	Buy	4,513 +532	+13%	+$67.4K	0.23%	86
2025 Q1	$513K	Sell	3,981 -396	-9%	-$51.8K	0.21%	77
2024 Q4	$558K	Sell	4,377 -681	-13%	-$88.8K	0.23%	75
2024 Q3	$648K	Sell	5,058 -530	-9%	-$65.4K	0.27%	70
2024 Q2	$663K	Sell	5,588 -623	-10%	-$73.9K	0.3%	72
2024 Q1	$751K	Buy	6,211 +263	+4%	+$30.1K	0.36%	58
2023 Q4	$664K	Sell	5,948 -58	-1%	-$6.09K	0.35%	61
2023 Q3	$621K	Sell	6,006 -1,629	-21%	-$175K	0.36%	52
2023 Q2	$810K	Buy	7,635 +996	+15%	+$104K	0.45%	47
2023 Q1	$700K	Buy	6,639 +1,109	+20%	+$119K	0.42%	43
2022 Q4	$598K	Buy	+5,530	New	+$588K	0.36%	45

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

Commonwealth Retirement Investments's VYM Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its Vanguard High Dividend Yield ETF (VYM) stake by 7.6% in Q2 2026, selling an estimated $43.4K and leaving 3,386 shares worth $535K. The position accounts for 0.15% of the portfolio, ranked #91.

Commonwealth Retirement Investments first reported a position in VYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $810K in Q2 2023. 2,051 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Commonwealth Retirement Investments held 3,386 shares of Vanguard High Dividend Yield ETF worth $535K as of Q2 2026.
Commonwealth Retirement Investments sold 278 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $43.4K.
Vanguard High Dividend Yield ETF made up 0.15% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #91 holding.
Commonwealth Retirement Investments first reported a position in Vanguard High Dividend Yield ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Retirement Investments's Vanguard High Dividend Yield ETF position peaked at $810K in Q2 2023.
2,051 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.