Connecticut Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Connecticut Wealth Management’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 Q1	$3.18M	Buy	21,448 +257	+1%	+$38.6K	0.13%	79
2025 Q4	$3.04M	Hold	21,191	–	–	0.13%	76
2025 Q3	$2.99M	Hold	21,191	–	–	0.13%	75
2025 Q2	$2.82M	Sell	21,191 -151	-0.7%	-$19.1K	0.13%	73
2025 Q1	$2.75M	Hold	21,342	–	–	0.14%	71
2024 Q4	$2.72M	Hold	21,342	–	–	0.13%	60
2024 Q3	$2.74M	Sell	21,342 -1,038	-5%	-$128K	0.13%	83
2024 Q2	$2.65M	Sell	22,380 -2,481	-10%	-$294K	0.14%	85
2024 Q1	$3.01M	Buy	24,861 +39	+0.2%	+$4.47K	0.16%	72
2023 Q4	$2.77M	Buy	24,822 +3,184	+15%	+$335K	0.16%	74
2023 Q3	$2.24M	Sell	21,638 -350	-2%	-$37.6K	0.15%	78
2023 Q2	$2.33M	Buy	21,988 +7	+0%	+$734	0.16%	63
2023 Q1	$2.32M	Buy	21,981 +9,124	+71%	+$981K	0.18%	61
2022 Q4	$1.39M	Sell	12,857 -4	-0%	-$426	0.12%	64
2022 Q3	$1.22M	Sell	12,861 -231	-2%	-$24K	0.11%	69
2022 Q2	$1.33M	Sell	13,092 -1,001	-7%	-$108K	0.12%	70
2022 Q1	$1.58M	Sell	14,093 -616	-4%	-$68.7K	0.12%	69
2021 Q4	$1.65M	Sell	14,709 -2,592	-15%	-$282K	0.13%	67
2021 Q3	$1.79M	Buy	17,301 +148	+0.9%	+$15.6K	0.16%	63
2021 Q2	$1.8M	Sell	17,153 -1,500	-8%	-$157K	0.16%	62
2021 Q1	$1.89M	Hold	18,653	–	–	0.17%	46
2020 Q4	$1.71M	Sell	18,653 -460	-2%	-$40K	0.18%	56
2020 Q3	$1.55M	Sell	19,113 -2,935	-13%	-$240K	0.17%	64
2020 Q2	$1.74M	Sell	22,048 -15,687	-42%	-$1.22M	0.22%	46
2020 Q1	$2.67M	Sell	37,735 -2,005	-5%	-$172K	0.4%	45
2019 Q4	$3.72M	Sell	39,740 -2,708	-6%	-$246K	0.41%	44
2019 Q3	$3.77M	Sell	42,448 -955	-2%	-$83.6K	0.46%	40
2019 Q2	$3.79M	Buy	+43,403	New	+$3.75M	0.47%	40

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Connecticut Wealth Management's VYM Position: Q1 2026 in Review

Connecticut Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.2% in Q1 2026, buying an estimated $38.6K and bringing the position to 21,448 shares worth $3.18M. The position accounts for 0.13% of the portfolio, ranked #79.

Connecticut Wealth Management first reported a position in VYM in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.79M in Q2 2019. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Connecticut Wealth Management held 21,448 shares of Vanguard High Dividend Yield ETF worth $3.18M as of Q1 2026.
Connecticut Wealth Management bought 257 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $38.6K.
Vanguard High Dividend Yield ETF made up 0.13% of Connecticut Wealth Management's portfolio in Q1 2026, its #79 holding.
Connecticut Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 28 quarters since.
Connecticut Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.79M in Q2 2019.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.