Fingerlakes Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Fingerlakes 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	$821K	Buy	5,197 +7	+0.1%	+$1.09K	0.44%	49
2026 Q1	$769K	Buy	5,190 +6	+0.1%	+$902	0.51%	46
2025 Q4	$744K	Buy	5,184 +8	+0.2%	+$1.14K	0.47%	47
2025 Q3	$730K	Buy	5,176 +4	+0.1%	+$550	0.48%	46
2025 Q2	$689K	Buy	5,172 +5	+0.1%	+$633	0.51%	45
2025 Q1	$666K	Buy	5,167 +8	+0.2%	+$1.05K	0.57%	44
2024 Q4	$658K	Buy	5,159 +9	+0.2%	+$1.17K	0.53%	45
2024 Q3	$660K	Buy	5,150 +8	+0.2%	+$988	0.55%	46
2024 Q2	$610K	Buy	5,142 +9	+0.2%	+$1.07K	0.55%	48
2024 Q1	$621K	Hold	5,133	–	–	0.6%	47
2023 Q4	$573K	Sell	5,133 -798	-13%	-$83.8K	0.62%	44
2023 Q3	$613K	Buy	5,931 +8	+0.1%	+$858	0.75%	36
2023 Q2	$628K	Buy	5,923 +10	+0.2%	+$1.05K	0.72%	35
2023 Q1	$624K	Buy	5,913 +8	+0.1%	+$860	0.78%	35
2022 Q4	$639K	Buy	5,905 +10	+0.2%	+$1.06K	0.88%	34
2022 Q3	$559K	Sell	5,895 -47	-0.8%	-$4.89K	0.82%	35
2022 Q2	$604K	Sell	5,942 -1,338	-18%	-$145K	0.83%	36
2022 Q1	$817K	Sell	7,280 -8	-0.1%	-$892	0.96%	32
2021 Q4	$816K	Buy	+7,288	New	+$793K	0.92%	32

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 22.9% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.13% in Q2 2026, buying an estimated $1.09K and bringing the position to 5,197 shares worth $821K. The position accounts for 0.44% of the portfolio, ranked #49.

Fingerlakes Wealth Management first reported a position in VYM in Q4 2021 and has held it in 19 quarters since. 2,070 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Fingerlakes Wealth Management held 5,197 shares of Vanguard High Dividend Yield ETF worth $821K as of Q2 2026.
Fingerlakes Wealth Management bought 7 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $1.09K.
Vanguard High Dividend Yield ETF made up 0.44% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #49 holding.
Fingerlakes Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 19 quarters since.
2,070 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.