FOCUS Wealth Advisors’s Vanguard High Dividend Yield ETF VYM Stock Holding History

FOCUS Wealth 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 Q2	$965K	Hold	6,108	–	–	0.45%	42
2026 Q1	$905K	Buy	6,108 +1	+0%	+$150	0.44%	42
2025 Q4	$877K	Hold	6,107	–	–	0.41%	41
2025 Q3	$861K	Hold	6,107	–	–	0.41%	41
2025 Q2	$814K	Sell	6,107 -1,377	-18%	-$174K	0.42%	41
2025 Q1	$965K	Buy	7,484 +1,377	+23%	+$180K	0.53%	35
2024 Q4	$779K	Hold	6,107	–	–	0.41%	41
2024 Q3	$783K	Hold	6,107	–	–	0.39%	42
2024 Q2	$724K	Buy	6,107 +1	+0%	+$119	0.37%	42
2024 Q1	$739K	Hold	6,106	–	–	0.4%	41
2023 Q4	$682K	Hold	6,106	–	–	0.43%	35
2023 Q3	$631K	Hold	6,106	–	–	0.44%	37
2023 Q2	$648K	Hold	6,106	–	–	0.44%	37
2023 Q1	$644K	Buy	+6,106	New	+$657K	0.42%	37

Other funds holding VYM

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return