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 Q2	$3.6M	Buy	22,803 +46	+0.2%	+$7.19K	8.12%	4
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 $1.55T 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

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

Consultiva Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.2% in Q2 2026, buying an estimated $7.19K and bringing the position to 22,803 shares worth $3.6M. The position accounts for 8.12% of the portfolio, ranked #4.

Consultiva Wealth Management first reported a position in VYM in Q2 2022 and has held it in 16 quarters since. 2,061 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Consultiva Wealth Management held 22,803 shares of Vanguard High Dividend Yield ETF worth $3.6M as of Q2 2026.
Consultiva Wealth Management bought 46 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $7.19K.
Vanguard High Dividend Yield ETF made up 8.12% of Consultiva Wealth Management's portfolio in Q2 2026, its #4 holding.
Consultiva Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 16 quarters since.
2,061 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.