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 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 $1.37T 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

Fingerlakes Wealth Management's VYM Position: Q1 2026 in Review

Fingerlakes Wealth Management increased its Vanguard High Dividend Yield ETF (VYM) stake by 0.12% in Q1 2026, buying an estimated $902 and bringing the position to 5,190 shares worth $769K. The position accounts for 0.51% of the portfolio, ranked #46.

Fingerlakes Wealth Management first reported a position in VYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $817K in Q1 2022. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

Fingerlakes Wealth Management held 5,190 shares of Vanguard High Dividend Yield ETF worth $769K as of Q1 2026.
Fingerlakes Wealth Management bought 6 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $902.
Vanguard High Dividend Yield ETF made up 0.51% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #46 holding.
Fingerlakes Wealth Management first reported a position in Vanguard High Dividend Yield ETF in Q4 2021 and has held it in 18 quarters since.
Fingerlakes Wealth Management's Vanguard High Dividend Yield ETF position peaked at $817K in Q1 2022.
2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.