Elevated Capital Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Elevated Capital Advisors’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	$82.8K	Hold	559	–	–	0.02%	301
2025 Q4	$80.2K	Sell	559 -1,798	-76%	-$256K	0.02%	315
2025 Q3	$332K	Buy	2,357 +324	+16%	+$44.5K	0.08%	230
2025 Q2	$262K	Hold	2,033	–	–	0.07%	233
2025 Q1	$262K	Hold	2,033	–	–	0.07%	233
2024 Q4	$259K	Buy	2,033 +200	+11%	+$26.1K	0.07%	238
2024 Q3	$235K	Buy	1,833 +80	+5%	+$9.88K	0.06%	252
2024 Q2	$208K	Hold	1,753	–	–	0.06%	224
2024 Q1	$212K	Buy	+1,753	New	+$201K	0.06%	173
2023 Q3	–	Sell	-1,939	Closed	-$206K	–	184
2023 Q2	$206K	Hold	1,939	–	–	0.07%	176
2023 Q1	$205K	Hold	1,939	–	–	0.07%	168
2022 Q4	$210K	Buy	+1,939	New	+$206K	0.08%	153
2022 Q1	$218K	Buy	+1,939	New	+$216K	0.07%	169
2021 Q1	–	Sell	-2,883	Closed	-$264K	–	181
2020 Q4	$264K	Buy	+2,883	New	+$250K	0.11%	159

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

Elevated Capital Advisors's VYM Position: Q1 2026 in Review

Elevated Capital Advisors held its Vanguard High Dividend Yield ETF (VYM) position steady in Q1 2026 at 559 shares worth $82.8K. The position accounts for 0.02% of the portfolio, ranked #301.

Elevated Capital Advisors first reported a position in VYM in Q4 2020 and has held it in 14 quarters since. The position peaked at $332K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Elevated Capital Advisors held 559 shares of Vanguard High Dividend Yield ETF worth $82.8K as of Q1 2026.
Elevated Capital Advisors left its Vanguard High Dividend Yield ETF share count unchanged in Q1 2026.
Vanguard High Dividend Yield ETF made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #301 holding.
Elevated Capital Advisors first reported a position in Vanguard High Dividend Yield ETF in Q4 2020 and has held it in 14 quarters since.
Elevated Capital Advisors's Vanguard High Dividend Yield ETF position peaked at $332K in Q3 2025.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.