Elevate Wealth Advisory’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Elevate Wealth Advisory’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	$837K	Sell	5,654 -296	-5%	-$44.5K	0.53%	32
2025 Q4	$854K	Buy	5,950 +716	+14%	+$102K	0.58%	32
2025 Q3	$738K	Buy	5,234 +34	+0.7%	+$4.67K	0.54%	31
2025 Q2	$693K	Buy	5,200 +40	+0.8%	+$5.07K	0.49%	37
2025 Q1	$665K	Buy	5,160 +39	+0.8%	+$5.11K	0.47%	39
2024 Q4	$653K	Buy	5,121 +283	+6%	+$36.9K	0.49%	37
2024 Q3	$620K	Buy	4,838 +624	+15%	+$77K	0.46%	37
2024 Q2	$500K	Buy	4,214 +774	+23%	+$91.8K	0.41%	39
2024 Q1	$416K	Buy	3,440 +921	+37%	+$106K	0.36%	38
2023 Q4	$281K	Buy	+2,519	New	+$265K	0.26%	46

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

Elevate Wealth Advisory's VYM Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Vanguard High Dividend Yield ETF (VYM) stake by 5% in Q1 2026, selling an estimated $44.5K and leaving 5,654 shares worth $837K. The position accounts for 0.53% of the portfolio, ranked #32.

Elevate Wealth Advisory first reported a position in VYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $854K in Q4 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Elevate Wealth Advisory held 5,654 shares of Vanguard High Dividend Yield ETF worth $837K as of Q1 2026.
Elevate Wealth Advisory sold 296 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $44.5K.
Vanguard High Dividend Yield ETF made up 0.53% of Elevate Wealth Advisory's portfolio in Q1 2026, its #32 holding.
Elevate Wealth Advisory first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Vanguard High Dividend Yield ETF position peaked at $854K in Q4 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.