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 Q2	$3.39M	Sell	21,440 -8	-0%	-$1.25K	0.13%	78
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 $1.55T 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

Connecticut Wealth Management's VYM Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.04% in Q2 2026, selling an estimated $1.25K and leaving 21,440 shares worth $3.39M. The position accounts for 0.13% of the portfolio, ranked #78.

Connecticut Wealth Management first reported a position in VYM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.79M in Q2 2019. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Connecticut Wealth Management held 21,440 shares of Vanguard High Dividend Yield ETF worth $3.39M as of Q2 2026.
Connecticut Wealth Management sold 8 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.25K.
Vanguard High Dividend Yield ETF made up 0.13% of Connecticut Wealth Management's portfolio in Q2 2026, its #78 holding.
Connecticut Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2019 and has held it in 29 quarters since.
Connecticut Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.79M in Q2 2019.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.