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Consolidated Portfolio Review Corp’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Consolidated Portfolio Review Corp’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
2025
Q4 		– Sell
-55,086
Closed -$7.76M – 423
2025
Q3 		$7.76M Sell
55,086
-325
-0.6% -$44.7K 0.98% 16
2025
Q2 		$7.39M Sell
55,411
-773
-1% -$97.9K 1.02% 14
2025
Q1 		$7.25M Sell
56,184
-29
-0.1% -$3.8K 1.16% 15
2024
Q4 		$7.17M Buy
56,213
+18,785
+50% +$2.45M 1.14% 15
2024
Q3 		$4.8M Buy
37,428
+406
+1% +$50.1K 1.07% 17
2024
Q2 		$4.39M Buy
37,022
+6,156
+20% +$730K 1.02% 20
2024
Q1 		$3.73M Sell
30,866
-5,171
-14% -$592K 0.98% 21
2023
Q4 		$4.02M Sell
36,037
-3,308
-8% -$348K 0.92% 21
2023
Q3 		$4.07M Sell
39,345
-7,403
-16% -$794K 0.99% 20
2023
Q2 		$4.96M Sell
46,748
-2,321
-5% -$243K 1.18% 13
2023
Q1 		$5.18M Buy
+49,069
New +$5.28M 1.4% 13

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Consolidated Portfolio Review Corp's VYM Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 55,086 shares — an estimated $7.76M sold.

Consolidated Portfolio Review Corp first reported a position in VYM in Q1 2023 and held it in 11 quarters. The position peaked at $7.76M in Q3 2025. 1,995 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 55,086 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $7.76M.
  • Consolidated Portfolio Review Corp first reported a position in Vanguard High Dividend Yield ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's Vanguard High Dividend Yield ETF position peaked at $7.76M in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.