Courage Miller Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Courage Miller 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 Q1	$1.07M	Hold	7,200	–	–	0.3%	42
2025 Q4	$1.03M	Buy	7,200 +162	+2%	+$23K	0.31%	37
2025 Q3	$992K	Sell	7,038 -70	-1%	-$9.62K	0.3%	37
2025 Q2	$948K	Buy	7,108 +27	+0.4%	+$3.42K	0.3%	38
2025 Q1	$913K	Hold	7,081	–	–	0.31%	40
2024 Q4	$903K	Hold	7,081	–	–	0.31%	41
2024 Q3	$908K	Sell	7,081 -57	-0.8%	-$7.04K	0.31%	41
2024 Q2	$847K	Hold	7,138	–	–	0.3%	41
2024 Q1	$864K	Sell	7,138 -28	-0.4%	-$3.21K	0.3%	43
2023 Q4	$800K	Sell	7,166 -2	-0%	-$210	0.3%	41
2023 Q3	$741K	Sell	7,168 -247	-3%	-$26.5K	0.3%	41
2023 Q2	$787K	Hold	7,415	–	–	0.33%	40
2023 Q1	$782K	Hold	7,415	–	–	0.33%	39
2022 Q4	$802K	Sell	7,415 -10	-0.1%	-$1.06K	0.37%	37
2022 Q3	$704K	Sell	7,425 -15	-0.2%	-$1.56K	0.35%	38
2022 Q2	$757K	Hold	7,440	–	–	0.36%	37
2022 Q1	$835K	Hold	7,440	–	–	0.33%	39
2021 Q4	$834K	Sell	7,440 -133	-2%	-$14.5K	0.32%	44
2021 Q3	$783K	Hold	7,573	–	–	0.31%	46
2021 Q2	$793K	Sell	7,573 -50	-0.7%	-$5.25K	0.32%	48
2021 Q1	$771K	Sell	7,623 -75	-1%	-$7.24K	0.33%	47
2020 Q4	$704K	Buy	7,698 +300	+4%	+$26.1K	0.32%	48
2020 Q3	$583K	Hold	7,398	–	–	0.31%	50
2020 Q2	$582K	Hold	7,398	–	–	0.31%	50
2020 Q1	$523K	Sell	7,398 -300	-4%	-$25.8K	0.32%	48
2019 Q4	$721K	Buy	7,698 +300	+4%	+$27.2K	0.37%	44
2019 Q3	$656K	Hold	7,398	–	–	0.36%	46
2019 Q2	$646K	Hold	7,398	–	–	0.35%	47
2019 Q1	$633K	Hold	7,398	–	–	0.36%	50
2018 Q4	$576K	Hold	7,398	–	–	0.34%	48
2018 Q3	$644K	Hold	7,398	–	–	0.37%	49
2018 Q2	$614K	Hold	7,398	–	–	0.36%	49
2018 Q1	$610K	Hold	7,398	–	–	0.37%	47
2017 Q4	$633K	Sell	7,398 -22	-0.3%	-$1.84K	0.38%	48
2017 Q3	$602K	Hold	7,420	–	–	0.38%	50
2017 Q2	$580K	Hold	7,420	–	–	0.38%	47
2017 Q1	$576K	Sell	7,420 -1,357	-15%	-$105K	0.4%	47
2016 Q4	$665K	Hold	8,777	–	–	0.46%	48
2016 Q3	$633K	Hold	8,777	–	–	0.44%	46
2016 Q2	$627K	Buy	+8,777	New	+$613K	0.45%	47
2016 Q1	–	Sell	-8,797	Closed	-$587K	–	69
2015 Q4	$587K	Buy	+8,797	New	+$590K	0.41%	47

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

Courage Miller Partners's VYM Position: Q1 2026 in Review

Courage Miller Partners held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 7,200 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #42.

Courage Miller Partners first reported a position in VYM in Q4 2015 and has held it in 41 quarters since. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Courage Miller Partners held 7,200 shares of Vanguard High Dividend Yield ETF worth $1.07M as of Q1 2026.
Courage Miller Partners left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.3% of Courage Miller Partners's portfolio in Q1 2026, its #42 holding.
Courage Miller Partners first reported a position in Vanguard High Dividend Yield ETF in Q4 2015 and has held it in 41 quarters since.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.