Coston McIsaac & Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Coston McIsaac & Partners’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	$31K	Sell	196 -1	-0.5%	-$156	0.01%	410
2026 Q1	$29K	Buy	197 +1	+0.5%	+$150	0.01%	405
2025 Q4	$28K	Buy	196 +1	+0.5%	+$142	0.01%	401
2025 Q3	$27K	Buy	195 +1	+0.5%	+$137	0.01%	395
2025 Q2	$25K	Buy	194 +1	+0.5%	+$127	0.01%	395
2025 Q1	$24K	Sell	193 -13	-6%	-$1.7K	0.01%	374
2024 Q4	$26K	Buy	206 +15	+8%	+$1.96K	0.01%	362
2024 Q3	$24K	Buy	191 +1	+0.5%	+$123	0.01%	378
2024 Q2	$22K	Buy	190 +9	+5%	+$1.07K	0.01%	368
2024 Q1	$21K	Sell	181 -497	-73%	-$56.9K	0.01%	384
2023 Q4	$75K	Buy	678 +63	+10%	+$6.62K	0.03%	207
2023 Q3	$63K	Buy	615 +420	+215%	+$45.1K	0.02%	217
2023 Q2	$20K	Sell	195 -411	-68%	-$43.1K	0.01%	408
2023 Q1	$63K	Buy	606 +4	+0.7%	+$430	0.02%	233
2022 Q4	$65K	Buy	602 +6	+1%	+$638	0.03%	233
2022 Q3	$56K	Buy	596 +4	+0.7%	+$416	0.03%	202
2022 Q2	$60K	Buy	+592	New	+$64.2K	0.04%	122

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

Coston McIsaac & Partners's VYM Position: Q2 2026 in Review

Coston McIsaac & Partners reduced its Vanguard High Dividend Yield ETF (VYM) stake by 0.51% in Q2 2026, selling an estimated $156 and leaving 196 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #410.

Coston McIsaac & Partners first reported a position in VYM in Q2 2022 and has held it in 17 quarters since. The position peaked at $75K in Q4 2023. 2,066 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Coston McIsaac & Partners held 196 shares of Vanguard High Dividend Yield ETF worth $31K as of Q2 2026.
Coston McIsaac & Partners sold 1 Vanguard High Dividend Yield ETF share in Q2 2026, an estimated $156.
Vanguard High Dividend Yield ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #410 holding.
Coston McIsaac & Partners first reported a position in Vanguard High Dividend Yield ETF in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Vanguard High Dividend Yield ETF position peaked at $75K in Q4 2023.
2,066 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.