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

Consultiva 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	$3.37M	Sell	22,757 -1,016	-4%	-$153K	9.78%	3
2025 Q4	$3.41M	Buy	23,773 +48	+0.2%	+$6.83K	9.58%	3
2025 Q3	$3.34M	Buy	23,725 +7,153	+43%	+$983K	9.38%	3
2025 Q2	$2.21M	Sell	16,572 -896	-5%	-$114K	6.82%	3
2025 Q1	$2.25M	Hold	17,468	–	–	7.75%	2
2024 Q4	$2.23M	Hold	17,468	–	–	11.18%	2
2024 Q3	$2.24M	Hold	17,468	–	–	17.82%	2
2024 Q2	$2.07M	Sell	17,468 -501	-3%	-$59.4K	18.87%	2
2024 Q1	$2.17M	Buy	+17,969	New	+$2.06M	20.36%	2
2023 Q3	$18.5K	Hold	179	–	–	0.47%	21
2023 Q2	$19K	Buy	179 +82	+85%	+$8.6K	0.48%	22
2023 Q1	$10.2K	Hold	97	–	–	0.26%	26
2022 Q4	$10.5K	Hold	97	–	–	0.27%	27
2022 Q3	$9K	Hold	97	–	–	0.25%	27
2022 Q2	$10K	Buy	+97	New	+$10.5K	0.28%	28

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

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

Consultiva Wealth Management reduced its Vanguard High Dividend Yield ETF (VYM) stake by 4.3% in Q1 2026, selling an estimated $153K and leaving 22,757 shares worth $3.37M. The position accounts for 9.78% of the portfolio, ranked #3.

Consultiva Wealth Management first reported a position in VYM in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.41M in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Consultiva Wealth Management held 22,757 shares of Vanguard High Dividend Yield ETF worth $3.37M as of Q1 2026.
Consultiva Wealth Management sold 1,016 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $153K.
Vanguard High Dividend Yield ETF made up 9.78% of Consultiva Wealth Management's portfolio in Q1 2026, its #3 holding.
Consultiva Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 15 quarters since.
Consultiva Wealth Management's Vanguard High Dividend Yield ETF position peaked at $3.41M in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

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